+617.6%
PLTR vs CCEP
+147.2%
+470.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.4% | -3.5% | -2.5% |
| 7D | +4.7% | +2.1% | +2.6% | +4.1% |
| 30D | -16.4% | +10.6% | -27.0% | -19.3% |
| 3M | -6.2% | +10.3% | -16.5% | -9.5% |
| 6M | +29.2% | +31.1% | -1.9% | +16.1% |
| YTD | -5.5% | +32.1% | -37.6% | -16.6% |
| 1Y | -2.4% | +32.8% | -35.2% | -14.2% |
| 3Y | +752.3% | +111.3% | +641.0% | +449.8% |
| All | +617.6% | +147.2% | +470.4% | +313.5% |
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