+50.4%
PNC vs CCEP
+105.2%
-54.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.6% | 0.0% |
| 7D | -0.7% | -3.7% | +2.9% | +0.6% |
| 30D | -4.4% | -2.1% | -2.3% | -3.7% |
| 3M | +4.5% | +7.2% | -2.7% | +1.5% |
| 6M | +19.1% | +3.3% | +15.8% | +17.1% |
| YTD | +18.0% | +15.7% | +2.3% | +10.6% |
| 1Y | +24.1% | +16.6% | +7.5% | +15.6% |
| 3Y | +130.0% | +84.3% | +45.7% | +70.3% |
| 5Y | +50.4% | +109.0% | -58.6% | +2.7% |
| All | +50.4% | +105.2% | -54.9% | +2.7% |
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