+53.3%
CCEP vs PLTD
-78.0%
+131.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.8% |
| 7D | -0.3% | -9.8% | +9.4% | -0.1% |
| 30D | +11.0% | +18.9% | -8.0% | +10.6% |
| 3M | +9.2% | -4.2% | +13.4% | +9.1% |
| 6M | +27.2% | -34.8% | +62.0% | +27.4% |
| YTD | +30.3% | -21.1% | +51.4% | +30.8% |
| 1Y | +28.7% | -19.3% | +47.9% | +29.2% |
| All | +53.3% | -78.0% | +131.3% | +47.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling