+2,164.3%
PPL vs CCEP
+7,629.5%
-5,465.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.5% |
| 7D | +1.0% | +5.7% | -4.7% | -0.1% |
| 30D | +6.8% | +15.3% | -8.5% | +3.7% |
| 3M | +3.9% | +8.0% | -4.2% | +2.1% |
| 6M | -2.0% | +26.7% | -28.8% | -6.9% |
| YTD | +5.3% | +30.7% | -25.4% | -0.8% |
| 1Y | +2.2% | +36.5% | -34.4% | -4.5% |
| 3Y | +56.7% | +111.1% | -54.4% | +33.5% |
| 5Y | +49.1% | +149.7% | -100.7% | +21.8% |
| 10Y | +63.6% | +305.3% | -241.7% | +20.6% |
| All | +2,164.3% | +7,629.5% | -5,465.2% | +943.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling