+37.1%
PLD vs CCEP
+111.2%
-74.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.4% |
| 7D | +0.8% | +5.4% | -4.6% | -1.2% |
| 30D | +0.5% | +12.8% | -12.3% | -4.3% |
| 3M | -5.5% | +10.9% | -16.4% | -9.5% |
| 6M | -8.3% | +25.6% | -34.0% | -16.9% |
| YTD | +4.3% | +31.0% | -26.7% | -7.3% |
| 1Y | +7.4% | +32.3% | -24.8% | -4.9% |
| 3Y | +37.1% | +110.5% | -73.5% | -3.6% |
| All | +37.1% | +111.2% | -74.2% | -3.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling