+278.2%
PCAR vs CCEP
+315.0%
-36.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +3.8% | +5.4% | -1.6% | +2.0% |
| 30D | -2.0% | +12.8% | -14.7% | -6.0% |
| 3M | -19.1% | +10.9% | -29.9% | -22.1% |
| 6M | -6.8% | +25.6% | -32.4% | -14.2% |
| YTD | -2.5% | +31.0% | -33.5% | -11.8% |
| 1Y | +9.7% | +32.3% | -22.6% | -1.2% |
| 3Y | +34.0% | +110.5% | -76.6% | +0.7% |
| 5Y | +113.3% | +141.8% | -28.5% | +50.1% |
| 10Y | +278.2% | +341.1% | -62.9% | +135.7% |
| All | +278.2% | +315.0% | -36.8% | +135.7% |
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