+1.2%
PLD vs CCEP
+140.5%
-139.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.3% | -0.2% |
| 7D | -1.0% | +1.8% | -2.8% | -1.7% |
| 30D | -1.8% | +12.2% | -14.0% | -6.7% |
| 3M | -6.0% | +10.7% | -16.7% | -10.3% |
| 6M | -8.4% | +27.5% | -35.8% | -17.9% |
| YTD | +4.2% | +31.3% | -27.1% | -8.1% |
| 1Y | +6.2% | +29.9% | -23.7% | -5.9% |
| 3Y | +37.0% | +111.1% | -74.1% | -4.0% |
| 5Y | +1.2% | +142.3% | -141.2% | -35.0% |
| All | +1.2% | +140.5% | -139.3% | -35.0% |
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 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