+181.2%
TSCO vs CCEP
+236.1%
-54.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -5.7% | -2.8% | -2.8% | -5.1% |
| 30D | -8.8% | -4.0% | -4.7% | -8.0% |
| 3M | +6.3% | +5.2% | +1.1% | +5.1% |
| 6M | -32.3% | +2.7% | -35.0% | -32.8% |
| YTD | -32.7% | +14.5% | -47.2% | -34.7% |
| 1Y | -43.7% | +17.2% | -60.8% | -45.7% |
| 3Y | -19.7% | +79.3% | -99.0% | -29.0% |
| 5Y | -11.6% | +106.8% | -118.4% | -24.8% |
| All | +181.2% | +236.1% | -54.9% | +131.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling