+32.8%
CCEP vs PFG
+37.6%
-4.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.9% | +1.3% |
| 7D | +2.1% | +2.4% | -0.3% | +1.5% |
| 30D | +10.6% | +5.9% | +4.7% | +8.9% |
| 3M | +10.3% | -0.4% | +10.8% | +10.1% |
| 6M | +31.1% | +14.8% | +16.2% | +26.5% |
| YTD | +32.1% | +31.9% | +0.2% | +26.3% |
| 1Y | +32.8% | +38.8% | -6.0% | +27.1% |
| All | +32.8% | +37.6% | -4.8% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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