+196.7%
PH vs CCEP
+148.1%
+48.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.0% | +3.8% | +3.2% |
| 7D | +2.0% | +2.6% | -0.6% | +0.9% |
| 30D | -3.7% | +15.1% | -18.8% | -9.2% |
| 3M | -14.0% | +7.3% | -21.3% | -16.8% |
| 6M | +2.1% | +23.4% | -21.3% | -7.2% |
| YTD | +5.1% | +29.4% | -24.3% | -6.9% |
| 1Y | +10.9% | +34.2% | -23.3% | -3.4% |
| 3Y | +132.9% | +108.4% | +24.6% | +58.3% |
| All | +196.7% | +148.1% | +48.6% | +77.5% |
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 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