+55.9%
CCEP vs PLTU
+121.9%
-66.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.2% | +5.6% | +1.4% |
| 7D | +2.1% | +9.0% | -6.9% | +2.2% |
| 30D | +10.6% | -33.0% | +43.6% | +10.2% |
| 3M | +10.3% | -19.0% | +29.3% | +10.1% |
| 6M | +31.1% | +30.4% | +0.7% | +31.3% |
| YTD | +32.1% | -40.2% | +72.3% | +32.6% |
| 1Y | +32.8% | -37.8% | +70.6% | +33.2% |
| All | +55.9% | +121.9% | -66.0% | +49.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling