-76.8%
PATH vs CCEP
+157.0%
-233.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.3% | -5.0% | -4.3% |
| 7D | -5.6% | +5.7% | -11.3% | -8.1% |
| 30D | -0.7% | +15.3% | -16.0% | -7.4% |
| 3M | -5.9% | +8.0% | -13.9% | -9.4% |
| 6M | +21.6% | +26.7% | -5.1% | +8.0% |
| YTD | -20.6% | +30.7% | -51.3% | -32.3% |
| 1Y | -10.6% | +36.5% | -47.1% | -26.2% |
| 3Y | -24.9% | +111.1% | -136.0% | -58.2% |
| 5Y | -76.8% | +149.7% | -226.5% | -89.3% |
| All | -76.8% | +157.0% | -233.9% | -89.3% |
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