+214.0%
PAAS vs CCEP
+111.2%
+102.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.1% | -5.9% | -5.8% |
| 7D | +4.2% | +5.4% | -1.2% | +2.3% |
| 30D | -13.8% | +12.8% | -26.5% | -17.6% |
| 3M | -22.7% | +10.9% | -33.6% | -25.8% |
| 6M | -32.1% | +25.6% | -57.7% | -38.6% |
| YTD | -22.3% | +31.0% | -53.3% | -30.7% |
| 1Y | +7.7% | +32.3% | -24.6% | -4.6% |
| 3Y | +214.0% | +110.5% | +103.5% | +131.4% |
| All | +214.0% | +111.2% | +102.8% | +131.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling