-5.1%
PCG vs CCEP
+24.3%
-29.4%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.1% | +5.5% | +3.4% |
| 7D | -13.9% | -3.1% | -10.8% | -13.0% |
| 30D | -16.9% | -2.6% | -14.3% | -16.2% |
| 3M | -14.7% | +14.9% | -29.7% | -18.2% |
| 6M | -23.8% | +2.3% | -26.1% | -24.7% |
| YTD | -10.5% | +17.8% | -28.3% | -14.6% |
| 1Y | -5.1% | +24.2% | -29.3% | -9.9% |
| All | -5.1% | +24.3% | -29.4% | -9.9% |
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