-8.9%
TOST vs CCEP
+32.5%
-41.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.1% |
| 7D | +4.0% | +1.7% | +2.4% | +3.6% |
| 30D | +11.1% | +12.7% | -1.6% | +9.6% |
| 3M | +0.8% | +8.5% | -7.7% | -0.5% |
| 6M | +38.8% | +25.6% | +13.2% | +42.2% |
| YTD | -2.1% | +30.9% | -33.0% | +1.9% |
| All | -8.9% | +32.5% | -41.4% | -5.9% |
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