+1,316.1%
TNA vs CCEP
+3,575.0%
-2,258.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.8% | +4.8% |
| 7D | -0.1% | -3.1% | +3.0% | +3.9% |
| 30D | -4.9% | -2.6% | -2.3% | -2.2% |
| 3M | +0.4% | +14.9% | -14.6% | -18.9% |
| 6M | +32.5% | +2.3% | +30.3% | +25.0% |
| YTD | +53.7% | +17.8% | +35.9% | +17.8% |
| 1Y | +65.1% | +24.2% | +40.9% | +15.8% |
| 3Y | +98.4% | +84.7% | +13.7% | -21.8% |
| 5Y | -22.5% | +103.2% | -125.7% | -72.1% |
| 10Y | +82.5% | +257.4% | -174.8% | -66.7% |
| All | +1,316.1% | +3,575.0% | -2,258.9% | -92.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling