+32.3%
CCEP vs PEG
-7.0%
+39.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.2% |
| 7D | +5.4% | +2.6% | +2.8% | +4.3% |
| 30D | +12.8% | +3.3% | +9.4% | +11.4% |
| 3M | +10.9% | +1.1% | +9.8% | +10.5% |
| 6M | +25.6% | -1.4% | +27.1% | +26.1% |
| YTD | +31.0% | -4.6% | +35.6% | +34.5% |
| 1Y | +32.3% | -7.2% | +39.5% | +36.7% |
| All | +32.3% | -7.0% | +39.2% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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