-5.5%
TOST vs CCEP
+30.9%
-36.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.4% | +2.1% | +3.2% |
| 7D | 0.0% | +2.1% | -2.1% | -0.3% |
| 30D | +16.2% | +10.6% | +5.6% | +14.8% |
| 3M | -1.5% | +10.3% | -11.9% | -2.9% |
| 6M | +55.3% | +31.1% | +24.2% | +61.2% |
| YTD | -2.3% | +32.1% | -34.5% | +3.3% |
| 1Y | -5.5% | +32.8% | -38.4% | -0.7% |
| All | -5.5% | +30.9% | -36.5% | -0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling