+77.1%
PBR vs CCEP
+18.5%
+58.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.0% | +0.2% |
| 7D | +0.3% | -3.7% | +4.0% | -0.1% |
| 30D | +17.5% | -2.1% | +19.6% | +17.2% |
| 3M | +20.9% | +7.2% | +13.7% | +21.2% |
| 6M | +20.2% | +3.3% | +17.0% | +21.1% |
| YTD | +84.3% | +15.7% | +68.6% | +80.9% |
| 1Y | +77.1% | +16.6% | +60.5% | +72.0% |
| All | +77.1% | +18.5% | +58.6% | +72.0% |
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