+44.3%
TXN vs CCEP
+16.3%
+28.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -1.0% |
| 7D | +2.0% | -5.7% | +7.7% | +2.0% |
| 30D | -8.0% | -3.4% | -4.6% | -8.0% |
| 3M | -7.8% | +5.5% | -13.3% | -8.8% |
| 6M | +32.4% | +2.2% | +30.2% | +30.6% |
| YTD | +51.7% | +14.6% | +37.1% | +52.7% |
| 1Y | +44.3% | +18.9% | +25.4% | +45.4% |
| All | +44.3% | +16.3% | +28.0% | +45.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling