+256.8%
PLD vs CCEP
+299.9%
-43.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.2% | +1.7% | +2.4% |
| 7D | +0.7% | +1.7% | -1.0% | 0.0% |
| 30D | +0.8% | +12.7% | -11.9% | -4.0% |
| 3M | -6.1% | +8.5% | -14.6% | -9.4% |
| 6M | -8.0% | +25.6% | -33.6% | -16.4% |
| YTD | +4.7% | +30.9% | -26.3% | -6.7% |
| 1Y | +7.2% | +32.0% | -24.8% | -4.7% |
| 3Y | +39.2% | +110.9% | -71.7% | +1.7% |
| 5Y | +1.9% | +138.5% | -136.6% | -30.1% |
| 10Y | +256.8% | +302.3% | -45.6% | +111.2% |
| All | +256.8% | +299.9% | -43.2% | +111.2% |
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 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