+48.1%
PAAS vs CCEP
+147.2%
-99.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.0% |
| 7D | -8.9% | +2.1% | -11.0% | -9.5% |
| 30D | -11.4% | +10.6% | -22.0% | -14.4% |
| 3M | -20.4% | +10.3% | -30.8% | -23.2% |
| 6M | -40.7% | +31.1% | -71.8% | -46.4% |
| YTD | -26.9% | +32.1% | -59.1% | -34.0% |
| 1Y | -3.1% | +32.8% | -35.9% | -12.7% |
| 3Y | +199.3% | +111.3% | +87.9% | +129.6% |
| All | +48.1% | +147.2% | -99.1% | +5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling