+287.1%
PCAR vs CCEP
+342.6%
-55.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | -0.2% |
| 7D | +4.9% | +2.1% | +2.8% | +4.2% |
| 30D | -1.4% | +10.6% | -12.0% | -4.9% |
| 3M | -18.1% | +10.3% | -28.5% | -21.0% |
| 6M | -4.0% | +31.1% | -35.1% | -13.0% |
| YTD | -1.5% | +32.1% | -33.6% | -11.2% |
| 1Y | +13.2% | +32.8% | -19.6% | +1.9% |
| 3Y | +35.8% | +111.3% | -75.5% | +1.9% |
| 5Y | +114.6% | +147.5% | -32.9% | +49.8% |
| All | +287.1% | +342.6% | -55.5% | +141.3% |
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 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