+36.8%
CCEP vs PRU
+27.9%
+8.9%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.6% | -2.7% | +2.3% |
| 7D | +4.2% | +9.8% | -5.5% | +2.1% |
| 30D | +14.2% | +11.6% | +2.6% | +11.6% |
| 3M | +9.1% | +3.7% | +5.5% | +7.8% |
| 6M | +26.9% | +33.0% | -6.1% | +22.7% |
| YTD | +29.1% | +16.6% | +12.5% | +23.7% |
| 1Y | +36.8% | +26.9% | +9.8% | +28.7% |
| All | +36.8% | +27.9% | +8.9% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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