+267.4%
PLD vs CCEP
+315.0%
-47.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.4% |
| 7D | +0.8% | +5.4% | -4.6% | -1.3% |
| 30D | +0.5% | +12.8% | -12.3% | -4.4% |
| 3M | -5.5% | +10.9% | -16.4% | -9.6% |
| 6M | -8.3% | +25.6% | -34.0% | -16.7% |
| YTD | +4.3% | +31.0% | -26.7% | -7.0% |
| 1Y | +7.4% | +32.3% | -24.8% | -4.6% |
| 3Y | +37.1% | +110.5% | -73.5% | +0.2% |
| 5Y | +1.3% | +141.8% | -140.5% | -30.9% |
| 10Y | +267.4% | +341.1% | -73.7% | +114.0% |
| All | +267.4% | +315.0% | -47.6% | +114.0% |
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