+293.0%
PCAR vs CCEP
+299.9%
-7.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.2% | +2.5% | +3.3% |
| 7D | +2.9% | +1.7% | +1.3% | +2.3% |
| 30D | -2.1% | +12.7% | -14.8% | -6.1% |
| 3M | -20.4% | +8.5% | -28.9% | -22.7% |
| 6M | -7.0% | +25.6% | -32.5% | -14.2% |
| YTD | -2.6% | +30.9% | -33.6% | -11.7% |
| 1Y | +9.8% | +32.0% | -22.2% | -0.7% |
| 3Y | +37.3% | +110.9% | -73.7% | +4.0% |
| 5Y | +116.4% | +138.5% | -22.0% | +54.6% |
| 10Y | +293.0% | +302.3% | -9.4% | +153.1% |
| All | +293.0% | +299.9% | -7.0% | +153.1% |
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