+13.4%
PCAR vs CCEP
+31.1%
-17.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.2% | +2.3% |
| 7D | +2.2% | +1.8% | +0.4% | +1.6% |
| 30D | +0.3% | +12.2% | -11.8% | -3.3% |
| 3M | -17.9% | +10.7% | -28.6% | -20.7% |
| 6M | -3.4% | +27.5% | -30.9% | -11.2% |
| YTD | -0.1% | +31.3% | -31.4% | -7.3% |
| 1Y | +13.4% | +29.9% | -16.5% | +7.4% |
| All | +13.4% | +31.1% | -17.7% | +7.4% |
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