+154.5%
TRV vs CCEP
+105.2%
+49.3%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.9% | +1.1% |
| 7D | +0.2% | -3.7% | +3.9% | +1.4% |
| 30D | -2.3% | -2.1% | -0.3% | -1.7% |
| 3M | +22.7% | +7.2% | +15.5% | +19.9% |
| 6M | +21.9% | +3.3% | +18.7% | +20.4% |
| YTD | +27.5% | +15.7% | +11.8% | +21.3% |
| 1Y | +36.2% | +16.6% | +19.7% | +29.1% |
| 3Y | +140.6% | +84.3% | +56.3% | +97.3% |
| 5Y | +154.5% | +109.0% | +45.5% | +99.0% |
| All | +154.5% | +105.2% | +49.3% | +99.0% |
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