-8.1%
PATH vs CCEP
+36.6%
-44.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | -0.3% |
| 7D | -5.3% | +2.6% | -7.9% | -4.7% |
| 30D | -0.5% | +15.1% | -15.7% | +3.4% |
| 3M | -7.1% | +7.3% | -14.4% | -5.6% |
| 6M | +23.8% | +23.4% | +0.4% | +37.5% |
| YTD | -20.7% | +29.4% | -50.1% | -2.9% |
| 1Y | -8.1% | +34.2% | -42.3% | +14.9% |
| All | -8.1% | +36.6% | -44.7% | +14.9% |
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