+676.1%
PBR vs CCEP
+237.8%
+438.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.0% | +1.9% |
| 7D | +0.3% | -3.7% | +4.0% | +2.3% |
| 30D | +17.5% | -2.1% | +19.6% | +18.6% |
| 3M | +20.9% | +7.2% | +13.7% | +15.3% |
| 6M | +20.2% | +3.3% | +17.0% | +16.2% |
| YTD | +84.3% | +15.7% | +68.6% | +65.9% |
| 1Y | +77.1% | +16.6% | +60.5% | +58.0% |
| 3Y | +100.8% | +84.3% | +16.5% | +32.3% |
| 5Y | +556.1% | +109.0% | +447.1% | +283.0% |
| 10Y | +676.1% | +238.1% | +437.9% | +263.1% |
| All | +676.1% | +237.8% | +438.2% | +263.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling