+101.3%
PSA vs CCEP
+237.8%
-136.6%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.6% | +0.2% | -1.6% |
| 7D | -2.2% | -3.7% | +1.4% | -1.2% |
| 30D | -9.6% | -2.1% | -7.5% | -9.0% |
| 3M | -7.9% | +7.2% | -15.1% | -9.8% |
| 6M | -2.0% | +3.3% | -5.3% | -3.0% |
| YTD | +15.7% | +15.7% | +0.1% | +10.8% |
| 1Y | +5.8% | +16.6% | -10.8% | +1.0% |
| 3Y | +21.6% | +84.3% | -62.7% | +2.3% |
| 5Y | +13.1% | +109.0% | -95.9% | -9.0% |
| 10Y | +101.3% | +238.1% | -136.9% | +44.9% |
| All | +101.3% | +237.8% | -136.6% | +44.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling