+36.7%
PNC vs CCEP
+147.2%
-110.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | 0.0% |
| 7D | +3.1% | +2.1% | +1.0% | +2.3% |
| 30D | +7.6% | +10.6% | -2.9% | +3.5% |
| 3M | -8.1% | +10.3% | -18.5% | -11.7% |
| 6M | +12.6% | +31.1% | -18.5% | +1.0% |
| YTD | +15.0% | +32.1% | -17.2% | +2.0% |
| 1Y | +30.4% | +32.8% | -2.4% | +15.4% |
| 3Y | +116.1% | +111.3% | +4.8% | +49.8% |
| All | +36.7% | +147.2% | -110.5% | -15.3% |
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