+172.3%
PCAR vs CCEP
+105.1%
+67.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +1.3% |
| 7D | -0.5% | -3.1% | +2.6% | +0.6% |
| 30D | -6.2% | -2.6% | -3.6% | -5.4% |
| 3M | +5.9% | +14.9% | -9.0% | +0.3% |
| 6M | +0.4% | +2.3% | -1.9% | -0.9% |
| YTD | +14.8% | +17.8% | -3.0% | +7.3% |
| 1Y | +30.1% | +24.2% | +5.9% | +19.0% |
| 3Y | +66.7% | +84.7% | -18.1% | +25.8% |
| All | +172.3% | +105.1% | +67.2% | +86.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling