+6,869.6%
CCEP vs PEG
+2,907.1%
+3,962.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | -3.1% | +0.7% | -3.8% | -3.3% |
| 30D | -2.6% | -2.4% | -0.2% | -1.7% |
| 3M | +14.9% | -4.8% | +19.7% | +16.9% |
| 6M | +2.3% | -10.7% | +12.9% | +6.5% |
| YTD | +17.8% | -6.7% | +24.5% | +20.6% |
| 1Y | +24.2% | -6.8% | +31.1% | +26.9% |
| 3Y | +84.7% | +34.5% | +50.2% | +61.9% |
| 5Y | +103.2% | +35.8% | +67.4% | +76.1% |
| 10Y | +257.4% | +141.7% | +115.6% | +149.4% |
| All | +6,869.6% | +2,907.1% | +3,962.6% | +1,753.2% |
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