+32.2%
CCEP vs PLTD
-18.6%
+50.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.5% | +6.7% | +1.5% |
| 7D | +1.7% | +4.2% | -2.6% | +1.3% |
| 30D | +12.7% | +20.8% | -8.1% | +11.4% |
| 3M | +8.5% | -2.6% | +11.1% | +8.2% |
| 6M | +25.6% | -33.1% | +58.6% | +26.3% |
| YTD | +30.9% | -20.0% | +51.0% | +30.4% |
| All | +32.2% | -18.6% | +50.8% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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