+107.2%
CCEP vs PODD
-51.3%
+158.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -2.8% |
| 7D | -3.1% | +1.6% | -4.7% | -3.3% |
| 30D | -2.6% | +10.7% | -13.3% | -3.9% |
| 3M | +14.9% | +0.7% | +14.2% | +14.1% |
| 6M | +2.3% | -39.3% | +41.5% | +8.3% |
| YTD | +17.8% | -48.1% | +66.0% | +27.3% |
| 1Y | +24.2% | -57.4% | +81.6% | +37.6% |
| 3Y | +84.7% | -23.3% | +108.0% | +82.9% |
| All | +107.2% | -51.3% | +158.5% | +118.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling