+91.2%
TXN vs CCEP
+30.9%
+60.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.2% | -2.7% |
| 7D | +9.5% | +2.1% | +7.4% | +9.7% |
| 30D | +8.7% | +10.6% | -1.9% | +9.4% |
| 3M | +11.6% | +10.3% | +1.3% | +12.2% |
| 6M | +0.1% | +31.1% | -31.0% | -2.3% |
| YTD | +78.8% | +32.1% | +46.7% | +87.4% |
| 1Y | +91.2% | +32.8% | +58.4% | +99.8% |
| All | +91.2% | +30.9% | +60.3% | +99.8% |
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 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