+7,605.8%
CCEP vs PEG
+2,979.7%
+4,626.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.1% |
| 7D | -0.3% | +2.3% | -2.6% | -1.2% |
| 30D | +11.0% | +6.1% | +4.8% | +8.5% |
| 3M | +9.2% | -0.5% | +9.7% | +9.3% |
| 6M | +27.2% | -3.2% | +30.3% | +28.5% |
| YTD | +30.3% | -4.4% | +34.7% | +32.1% |
| 1Y | +28.7% | -7.4% | +36.1% | +31.9% |
| 3Y | +109.4% | +33.9% | +75.5% | +84.0% |
| 5Y | +144.1% | +42.3% | +101.8% | +107.8% |
| 10Y | +332.0% | +166.4% | +165.6% | +191.3% |
| All | +7,605.8% | +2,979.7% | +4,626.0% | +1,929.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling