+7,105.0%
TRV vs CCEP
+7,713.8%
-608.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.4% |
| 7D | +2.0% | +2.1% | -0.1% | +1.5% |
| 30D | +6.7% | +10.6% | -3.9% | +3.9% |
| 3M | +9.4% | +10.3% | -1.0% | +6.4% |
| 6M | +37.7% | +31.1% | +6.6% | +28.0% |
| YTD | +40.6% | +32.1% | +8.5% | +30.1% |
| 1Y | +42.4% | +32.8% | +9.6% | +31.6% |
| 3Y | +148.1% | +111.3% | +36.8% | +101.9% |
| 5Y | +181.7% | +147.5% | +34.2% | +117.3% |
| 10Y | +352.6% | +338.1% | +14.5% | +199.4% |
| All | +7,105.0% | +7,713.8% | -608.8% | +2,491.8% |
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