+6,477.2%
TRV vs CCEP
+6,869.6%
-392.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.8% | -0.5% |
| 7D | -0.1% | -3.1% | +2.9% | +0.7% |
| 30D | -3.4% | -2.6% | -0.8% | -2.8% |
| 3M | +26.4% | +14.9% | +11.5% | +21.8% |
| 6M | +19.3% | +2.3% | +17.0% | +18.4% |
| YTD | +28.3% | +17.8% | +10.5% | +22.5% |
| 1Y | +34.3% | +24.2% | +10.1% | +26.3% |
| 3Y | +140.1% | +84.7% | +55.4% | +102.6% |
| 5Y | +155.7% | +103.2% | +52.5% | +107.7% |
| 10Y | +285.5% | +257.4% | +28.2% | +168.1% |
| All | +6,477.2% | +6,869.6% | -392.5% | +2,341.2% |
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