+11.1%
PL vs CCEP
+157.0%
-145.9%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | +1.3% | -11.4% | -10.5% |
| 7D | -20.5% | +5.7% | -26.3% | -22.4% |
| 30D | -38.8% | +15.3% | -54.1% | -42.5% |
| 3M | -49.1% | +8.0% | -57.1% | -51.0% |
| 6M | -69.4% | +26.7% | -96.1% | -72.9% |
| YTD | -42.3% | +30.7% | -73.0% | -50.6% |
| 1Y | -14.2% | +36.5% | -50.7% | -28.7% |
| 3Y | +398.7% | +111.1% | +287.6% | +209.1% |
| 5Y | +11.1% | +149.7% | -138.6% | -41.6% |
| All | +11.1% | +157.0% | -145.9% | -41.6% |
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