+1,571.6%
CCEP vs PODD
+761.8%
+809.8%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.2% | +5.2% | 0.0% |
| 7D | +2.6% | -2.1% | +4.7% | +2.8% |
| 30D | +15.1% | +9.0% | +6.1% | +13.5% |
| 3M | +7.3% | +5.2% | +2.1% | +6.3% |
| 6M | +23.4% | -3.2% | +26.6% | +22.8% |
| YTD | +29.4% | -48.5% | +77.9% | +41.2% |
| 1Y | +34.2% | -54.7% | +88.9% | +49.2% |
| 3Y | +108.4% | -7.8% | +116.2% | +102.4% |
| 5Y | +147.3% | -52.4% | +199.7% | +159.2% |
| 10Y | +301.3% | +315.9% | -14.5% | +180.3% |
| All | +1,571.6% | +761.8% | +809.8% | +675.2% |
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