+353.3%
CCEP vs PFGC
+484.2%
-130.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.7% | +0.2% |
| 7D | +5.4% | +15.0% | -9.6% | +1.7% |
| 30D | +12.8% | +17.0% | -4.2% | +8.5% |
| 3M | +10.9% | -2.5% | +13.3% | +11.2% |
| 6M | +25.6% | +19.2% | +6.4% | +20.1% |
| YTD | +31.0% | +23.4% | +7.5% | +23.7% |
| 1Y | +32.3% | +13.9% | +18.4% | +27.2% |
| 3Y | +110.5% | +82.0% | +28.5% | +78.7% |
| 5Y | +141.8% | +128.7% | +13.1% | +91.0% |
| 10Y | +341.1% | +361.5% | -20.4% | +207.4% |
| All | +353.3% | +484.2% | -130.9% | +211.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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