+332.2%
PANW vs CCEP
+105.7%
+226.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.2% |
| 7D | +2.0% | -5.7% | +7.7% | +3.3% |
| 30D | -11.8% | -3.4% | -8.4% | -11.2% |
| 3M | +28.6% | +5.5% | +23.1% | +26.3% |
| 6M | +104.4% | +2.2% | +102.2% | +102.2% |
| YTD | +83.8% | +14.6% | +69.1% | +74.3% |
| 1Y | +71.5% | +18.9% | +52.6% | +60.3% |
| 3Y | +172.2% | +82.6% | +89.6% | +113.5% |
| 5Y | +332.2% | +107.0% | +225.2% | +213.8% |
| All | +332.2% | +105.7% | +226.5% | +213.8% |
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 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