-0.9%
PPL vs CCEP
+31.1%
-32.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.0% |
| 7D | -1.0% | +1.8% | -2.7% | -1.3% |
| 30D | +3.0% | +12.2% | -9.1% | +0.9% |
| 3M | +1.1% | +10.7% | -9.5% | -0.7% |
| 6M | -0.8% | +27.5% | -28.2% | -5.0% |
| YTD | +3.5% | +31.3% | -27.9% | -0.7% |
| 1Y | -0.9% | +29.9% | -30.8% | -4.9% |
| All | -0.9% | +31.1% | -32.0% | -4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling