+48.5%
PPL vs CCEP
+148.1%
-99.6%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | +0.4% | +2.6% | -2.1% | -0.4% |
| 30D | +5.4% | +15.1% | -9.7% | +1.1% |
| 3M | +4.3% | +7.3% | -3.0% | +2.0% |
| 6M | -1.3% | +23.4% | -24.8% | -7.7% |
| YTD | +4.7% | +29.4% | -24.7% | -3.9% |
| 1Y | +1.3% | +34.2% | -33.0% | -8.2% |
| 3Y | +57.2% | +108.4% | -51.1% | +22.2% |
| All | +48.5% | +148.1% | -99.6% | +6.8% |
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 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