+294.7%
CCEP vs PRU
+115.4%
+179.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | 0.0% |
| 7D | +2.6% | +2.4% | +0.2% | +1.6% |
| 30D | +15.1% | +6.1% | +9.0% | +12.5% |
| 3M | +7.3% | -0.7% | +8.0% | +7.4% |
| 6M | +23.4% | +22.1% | +1.4% | +14.2% |
| YTD | +29.4% | +9.8% | +19.6% | +23.9% |
| 1Y | +34.2% | +19.4% | +14.9% | +24.3% |
| 3Y | +108.4% | +50.4% | +58.0% | +70.1% |
| 5Y | +147.3% | +37.2% | +110.1% | +106.9% |
| All | +294.7% | +115.4% | +179.3% | +199.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling