+38.7%
CCEP vs PLTD
-77.8%
+116.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.6% | -7.8% | -3.2% |
| 7D | -3.1% | +5.9% | -9.0% | -3.2% |
| 30D | -2.6% | -11.6% | +9.0% | -2.4% |
| 3M | +14.9% | -29.9% | +44.9% | +15.3% |
| 6M | +2.3% | -28.5% | +30.8% | +2.5% |
| YTD | +17.8% | -20.4% | +38.2% | +18.4% |
| 1Y | +24.2% | -33.3% | +57.5% | +24.2% |
| All | +38.7% | -77.8% | +116.5% | +33.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling