+737.3%
PH vs CCEP
+299.9%
+437.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.2% | +3.1% | +3.7% |
| 7D | +3.0% | +1.7% | +1.4% | +2.0% |
| 30D | -0.6% | +12.7% | -13.3% | -6.7% |
| 3M | -10.7% | +8.5% | -19.2% | -14.8% |
| 6M | +9.1% | +25.6% | -16.5% | -3.7% |
| YTD | +9.5% | +30.9% | -21.4% | -5.8% |
| 1Y | +14.0% | +32.0% | -17.9% | -2.4% |
| 3Y | +138.9% | +110.9% | +27.9% | +56.1% |
| 5Y | +209.1% | +138.5% | +70.7% | +85.3% |
| 10Y | +737.3% | +302.3% | +435.0% | +309.2% |
| All | +737.3% | +299.9% | +437.4% | +309.2% |
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