+1,592.0%
CCEP vs PODD
+770.9%
+821.1%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.2% | +0.2% |
| 7D | +5.4% | -4.4% | +9.8% | +6.0% |
| 30D | +12.8% | +9.4% | +3.3% | +11.1% |
| 3M | +10.9% | +3.6% | +7.2% | +10.1% |
| 6M | +25.6% | -4.0% | +29.6% | +25.3% |
| YTD | +31.0% | -47.9% | +78.9% | +42.7% |
| 1Y | +32.3% | -53.8% | +86.0% | +46.5% |
| 3Y | +110.5% | -4.5% | +115.1% | +103.4% |
| 5Y | +141.8% | -51.9% | +193.7% | +153.0% |
| 10Y | +341.1% | +308.9% | +32.2% | +209.1% |
| All | +1,592.0% | +770.9% | +821.1% | +683.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling