+188.9%
PAAS vs CCEP
+301.0%
-112.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.4% | +1.6% |
| 7D | +8.4% | +2.6% | +5.8% | +7.9% |
| 30D | -7.2% | +15.1% | -22.3% | -9.7% |
| 3M | -14.0% | +7.3% | -21.3% | -15.3% |
| 6M | -26.8% | +23.4% | -50.2% | -30.0% |
| YTD | -19.8% | +29.4% | -49.2% | -24.0% |
| 1Y | +22.8% | +34.2% | -11.4% | +15.6% |
| 3Y | +183.6% | +108.4% | +75.3% | +147.5% |
| 5Y | +73.8% | +147.3% | -73.4% | +47.1% |
| All | +188.9% | +301.0% | -112.1% | +152.6% |
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