+20,389.3%
TXN vs CCEP
+6,869.6%
+13,519.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.1% | +4.9% | +2.6% |
| 7D | -0.1% | -3.1% | +3.0% | +0.7% |
| 30D | -6.9% | -2.6% | -4.3% | -6.4% |
| 3M | -14.9% | +14.9% | -29.9% | -18.2% |
| 6M | +29.0% | +2.3% | +26.7% | +27.7% |
| YTD | +51.5% | +17.8% | +33.6% | +44.5% |
| 1Y | +41.6% | +24.2% | +17.4% | +33.1% |
| 3Y | +65.8% | +84.7% | -18.9% | +40.4% |
| 5Y | +56.8% | +103.2% | -46.4% | +28.5% |
| 10Y | +387.5% | +257.4% | +130.1% | +240.9% |
| All | +20,389.3% | +6,869.6% | +13,519.7% | +6,499.3% |
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