+134.5%
PH vs CCEP
+113.9%
+20.7%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.3% |
| 7D | +4.3% | +2.1% | +2.2% | +4.0% |
| 30D | +0.1% | +10.6% | -10.4% | -1.9% |
| 3M | -9.4% | +10.3% | -19.7% | -11.2% |
| 6M | +8.8% | +31.1% | -22.3% | +1.8% |
| YTD | +9.6% | +32.1% | -22.5% | +2.4% |
| 1Y | +14.4% | +32.8% | -18.4% | +6.7% |
| 3Y | +134.5% | +111.3% | +23.2% | +98.5% |
| All | +134.5% | +113.9% | +20.7% | +98.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling