+9.7%
PCAR vs CCEP
+32.6%
-22.9%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +3.8% | +5.4% | -1.6% | +2.1% |
| 30D | -2.0% | +12.8% | -14.7% | -5.6% |
| 3M | -19.1% | +10.9% | -29.9% | -21.8% |
| 6M | -6.8% | +25.6% | -32.4% | -13.7% |
| YTD | -2.5% | +31.0% | -33.5% | -9.0% |
| 1Y | +9.7% | +32.3% | -22.6% | +1.8% |
| All | +9.7% | +32.6% | -22.9% | +1.8% |
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