-5.3%
PATH vs CCEP
+36.9%
-42.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.8% | -0.9% | +3.8% |
| 7D | -4.8% | +4.2% | -9.0% | -3.8% |
| 30D | +2.7% | +14.2% | -11.5% | +6.4% |
| 3M | -4.2% | +9.1% | -13.3% | -1.8% |
| 6M | +24.7% | +26.9% | -2.1% | +41.7% |
| YTD | -17.6% | +29.1% | -46.7% | +0.3% |
| 1Y | -5.3% | +36.8% | -42.1% | +10.5% |
| All | -5.3% | +36.9% | -42.2% | +10.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling