+241.0%
CCEP vs PODD
+223.9%
+17.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.5% | +4.3% | +1.2% |
| 7D | -1.0% | -4.1% | +3.1% | -0.5% |
| 30D | -1.6% | +0.8% | -2.4% | -1.7% |
| 3M | +11.9% | -6.1% | +18.0% | +12.1% |
| 6M | +7.5% | -40.0% | +47.4% | +13.3% |
| YTD | +18.7% | -49.9% | +68.7% | +27.8% |
| 1Y | +21.4% | -59.3% | +80.7% | +33.8% |
| 3Y | +89.1% | -17.2% | +106.3% | +86.4% |
| 5Y | +108.7% | -53.0% | +161.7% | +116.6% |
| 10Y | +241.0% | +226.1% | +14.9% | +231.3% |
| All | +241.0% | +223.9% | +17.1% | +231.3% |
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