+97.3%
TJX vs CCEP
+105.7%
-8.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.6% |
| 7D | -4.4% | -5.7% | +1.4% | -2.3% |
| 30D | -18.6% | -3.4% | -15.2% | -17.5% |
| 3M | -24.4% | +5.5% | -29.9% | -26.0% |
| 6M | -20.2% | +2.2% | -22.5% | -21.2% |
| YTD | -16.9% | +14.6% | -31.6% | -21.5% |
| 1Y | -8.5% | +18.9% | -27.4% | -14.8% |
| 3Y | +43.7% | +82.6% | -38.9% | +9.5% |
| 5Y | +97.3% | +107.0% | -9.7% | +34.6% |
| All | +97.3% | +105.7% | -8.3% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CCEP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling