+6.4%
PAYX vs CCEP
+82.6%
-76.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.6% |
| 7D | -7.9% | -5.7% | -2.2% | -6.7% |
| 30D | -5.0% | -3.4% | -1.6% | -4.3% |
| 3M | +15.1% | +5.5% | +9.6% | +14.0% |
| 6M | +23.9% | +2.2% | +21.7% | +23.6% |
| YTD | +6.2% | +14.6% | -8.5% | +2.1% |
| 1Y | -9.6% | +18.9% | -28.6% | -14.0% |
| All | +6.4% | +82.6% | -76.2% | -6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling