+32.8%
CCEP vs PODD
-54.5%
+87.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.1% | -0.7% | +1.2% |
| 7D | +2.1% | +4.1% | -2.0% | +1.8% |
| 30D | +10.6% | +13.9% | -3.3% | +9.5% |
| 3M | +10.3% | +4.1% | +6.2% | +9.7% |
| 6M | +31.1% | +2.4% | +28.6% | +29.6% |
| YTD | +32.1% | -46.4% | +78.5% | +30.5% |
| 1Y | +32.8% | -54.2% | +87.0% | +31.5% |
| All | +32.8% | -54.5% | +87.3% | +31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling