+257.2%
PLD vs CCEP
+342.6%
-85.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.5% |
| 7D | +1.3% | +2.1% | -0.8% | +0.5% |
| 30D | -1.4% | +10.6% | -12.0% | -5.4% |
| 3M | -8.2% | +10.3% | -18.5% | -12.0% |
| 6M | -8.0% | +31.1% | -39.1% | -17.8% |
| YTD | +3.2% | +32.1% | -29.0% | -8.4% |
| 1Y | +7.0% | +32.8% | -25.8% | -5.2% |
| 3Y | +38.3% | +111.3% | -73.1% | +0.8% |
| 5Y | +0.2% | +147.5% | -147.3% | -32.4% |
| All | +257.2% | +342.6% | -85.3% | +106.6% |
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 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