+52.7%
CCEP vs PLTU
+103.5%
-50.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +7.1% | -8.1% | -0.9% |
| 7D | +2.6% | -25.3% | +27.9% | +2.3% |
| 30D | +15.1% | -34.5% | +49.6% | +14.7% |
| 3M | +7.3% | -3.4% | +10.6% | +7.2% |
| 6M | +23.4% | +12.4% | +11.0% | +23.5% |
| YTD | +29.4% | -45.1% | +74.5% | +29.7% |
| 1Y | +34.2% | -45.7% | +79.9% | +34.5% |
| All | +52.7% | +103.5% | -50.8% | +46.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling