+55.5%
CCEP vs PLTD
-77.5%
+133.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.2% | -0.8% | +1.4% |
| 7D | +2.1% | -4.8% | +6.9% | +2.2% |
| 30D | +10.6% | +16.9% | -6.3% | +10.2% |
| 3M | +10.3% | +2.6% | +7.7% | +10.1% |
| 6M | +31.1% | -36.2% | +67.3% | +31.3% |
| YTD | +32.1% | -19.4% | +51.5% | +32.5% |
| 1Y | +32.8% | -22.5% | +55.4% | +33.2% |
| All | +55.5% | -77.5% | +133.0% | +49.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling