+21.4%
CCEP vs PLTU
-22.2%
+43.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.7% | +5.4% | +0.6% |
| 7D | -1.0% | -11.6% | +10.6% | -1.3% |
| 30D | -1.6% | -4.6% | +3.0% | -1.6% |
| 3M | +11.9% | +33.7% | -21.9% | +13.3% |
| 6M | +7.5% | -9.4% | +16.8% | +7.7% |
| YTD | +18.7% | -34.7% | +53.4% | +18.1% |
| 1Y | +21.4% | -23.2% | +44.6% | +21.5% |
| All | +21.4% | -22.2% | +43.6% | +21.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling