+134.1%
PSA vs CCEP
+315.0%
-180.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.7% |
| 7D | +0.8% | +5.4% | -4.6% | -0.7% |
| 30D | +15.9% | +12.8% | +3.1% | +12.0% |
| 3M | +4.2% | +10.9% | -6.7% | +1.1% |
| 6M | +10.1% | +25.6% | -15.5% | +3.0% |
| YTD | +33.3% | +31.0% | +2.4% | +23.1% |
| 1Y | +28.2% | +32.3% | -4.0% | +18.1% |
| 3Y | +54.9% | +110.5% | -55.7% | +25.5% |
| 5Y | +28.3% | +141.8% | -113.5% | -0.9% |
| 10Y | +134.1% | +341.1% | -207.1% | +62.6% |
| All | +134.1% | +315.0% | -180.9% | +62.6% |
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 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