+55.0%
CCEP vs PLTU
+134.3%
-79.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.3% | -4.0% | +0.3% |
| 7D | +1.8% | -0.9% | +2.7% | +1.8% |
| 30D | +12.2% | -34.7% | +46.9% | +11.8% |
| 3M | +10.7% | -10.8% | +21.4% | +10.6% |
| 6M | +27.5% | +24.1% | +3.4% | +27.7% |
| YTD | +31.3% | -36.8% | +68.2% | +31.8% |
| 1Y | +29.9% | -47.0% | +76.9% | +30.5% |
| All | +55.0% | +134.3% | -79.3% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 10y: compounded portfolio wealth divided by compounded PLTU 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…
10y analysis · Full analysis span regression · 6 months rolling