+0.7%
PL vs CCEP
+36.6%
-35.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -1.0% | +11.4% | +9.7% |
| 7D | -6.8% | +2.6% | -9.4% | -4.7% |
| 30D | -29.3% | +15.1% | -44.4% | -22.1% |
| 3M | -44.8% | +7.3% | -52.0% | -41.6% |
| 6M | -68.4% | +23.4% | -91.8% | -62.9% |
| YTD | -36.4% | +29.4% | -65.8% | -17.1% |
| 1Y | +0.7% | +34.2% | -33.5% | +33.2% |
| All | +0.7% | +36.6% | -35.9% | +33.2% |
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 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