+917.7%
TT vs CCEP
+236.1%
+681.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -1.2% | -2.8% | +1.6% | -0.1% |
| 30D | -7.3% | -4.0% | -3.3% | -5.9% |
| 3M | -3.6% | +5.2% | -8.8% | -6.0% |
| 6M | +2.8% | +2.7% | +0.1% | +1.0% |
| YTD | +14.5% | +14.5% | 0.0% | +7.6% |
| 1Y | +7.4% | +17.2% | -9.7% | -0.2% |
| 3Y | +116.2% | +79.3% | +36.9% | +66.2% |
| 5Y | +147.4% | +106.8% | +40.6% | +76.4% |
| All | +917.7% | +236.1% | +681.5% | +531.8% |
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 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