+336.9%
CCEP vs PODD
+315.5%
+21.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | -0.3% | -4.4% | +4.1% | +0.2% |
| 30D | +11.0% | +8.1% | +2.9% | +9.8% |
| 3M | +9.2% | +2.9% | +6.3% | +8.6% |
| 6M | +27.2% | -5.7% | +32.9% | +27.2% |
| YTD | +30.3% | -47.5% | +77.8% | +39.8% |
| 1Y | +28.7% | -55.7% | +84.4% | +40.9% |
| 3Y | +109.4% | -3.7% | +113.2% | +102.3% |
| 5Y | +144.1% | -52.6% | +196.7% | +153.5% |
| All | +336.9% | +315.5% | +21.4% | +284.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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