+15.2%
PLD vs CCEP
+105.1%
-89.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | +0.6% |
| 7D | -2.4% | -3.1% | +0.7% | -1.1% |
| 30D | -2.4% | -2.6% | +0.2% | -1.4% |
| 3M | -3.8% | +14.9% | -18.7% | -9.5% |
| 6M | 0.0% | +2.3% | -2.2% | -1.3% |
| YTD | +9.2% | +17.8% | -8.6% | +1.4% |
| 1Y | +25.9% | +24.2% | +1.7% | +14.1% |
| 3Y | +21.3% | +84.7% | -63.4% | -8.3% |
| All | +15.2% | +105.1% | -89.9% | -19.5% |
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