+1,882.9%
CCEP vs PFG
+1,015.3%
+867.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.7% |
| 7D | -3.1% | +5.5% | -8.6% | -4.5% |
| 30D | -2.6% | +2.4% | -5.0% | -3.3% |
| 3M | +14.9% | +13.6% | +1.4% | +10.9% |
| 6M | +2.3% | +27.9% | -25.6% | -4.5% |
| YTD | +17.8% | +35.6% | -17.7% | +8.1% |
| 1Y | +24.2% | +48.5% | -24.3% | +10.9% |
| 3Y | +84.7% | +66.9% | +17.9% | +57.1% |
| 5Y | +103.2% | +111.0% | -7.8% | +60.5% |
| 10Y | +257.4% | +244.5% | +12.9% | +138.2% |
| All | +1,882.9% | +1,015.3% | +867.7% | +741.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling