+196.2%
PAAS vs CCEP
+342.6%
-146.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.9% |
| 7D | -8.9% | +2.1% | -11.0% | -9.3% |
| 30D | -11.4% | +10.6% | -22.0% | -13.1% |
| 3M | -20.4% | +10.3% | -30.8% | -22.0% |
| 6M | -40.7% | +31.1% | -71.8% | -44.0% |
| YTD | -26.9% | +32.1% | -59.1% | -31.0% |
| 1Y | -3.1% | +32.8% | -35.9% | -8.5% |
| 3Y | +199.3% | +111.3% | +87.9% | +160.9% |
| 5Y | +48.3% | +147.5% | -99.2% | +25.6% |
| All | +196.2% | +342.6% | -146.4% | +149.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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