+1,681.1%
PLTR vs CCEP
+262.6%
+1,418.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.2% | +4.3% | +5.3% |
| 7D | -5.1% | +1.7% | -6.8% | -5.4% |
| 30D | -19.1% | +12.7% | -31.8% | -21.0% |
| 3M | -1.6% | +8.5% | -10.1% | -3.3% |
| 6M | +22.8% | +25.6% | -2.8% | +16.8% |
| YTD | -4.8% | +30.9% | -35.7% | -11.0% |
| 1Y | -4.9% | +32.0% | -36.9% | -11.3% |
| 3Y | +826.1% | +110.9% | +715.2% | +642.5% |
| 5Y | +597.7% | +138.5% | +459.3% | +422.8% |
| All | +1,681.1% | +262.6% | +1,418.5% | +1,271.8% |
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