+246.8%
CCEP vs PRU
+145.9%
+100.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.7% |
| 7D | -3.1% | +1.9% | -4.9% | -3.7% |
| 30D | -2.6% | +2.7% | -5.3% | -3.6% |
| 3M | +14.9% | +19.5% | -4.5% | +7.4% |
| 6M | +2.3% | +26.6% | -24.4% | -6.7% |
| YTD | +17.8% | +12.3% | +5.5% | +12.0% |
| 1Y | +24.2% | +18.0% | +6.2% | +15.5% |
| 3Y | +84.7% | +47.0% | +37.7% | +52.4% |
| 5Y | +103.2% | +48.4% | +54.8% | +64.7% |
| All | +246.8% | +145.9% | +100.9% | +114.1% |
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