+79.2%
PR vs CCEP
+30.9%
+48.3%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +1.7% |
| 7D | +6.0% | +2.1% | +3.9% | +6.8% |
| 30D | -4.2% | +10.6% | -14.8% | -0.5% |
| 3M | +10.0% | +10.3% | -0.4% | +14.4% |
| 6M | +15.6% | +31.1% | -15.5% | +26.2% |
| YTD | +68.2% | +32.1% | +36.1% | +72.1% |
| 1Y | +79.2% | +32.8% | +46.4% | +83.6% |
| All | +79.2% | +30.9% | +48.3% | +83.6% |
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