+358.2%
PSX vs CCEP
+336.4%
+21.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +2.0% |
| 7D | +6.4% | -0.3% | +6.7% | +6.6% |
| 30D | -10.2% | +11.0% | -21.1% | -14.7% |
| 3M | +17.2% | +9.2% | +8.0% | +11.8% |
| 6M | +51.8% | +27.2% | +24.6% | +34.1% |
| YTD | +108.0% | +30.3% | +77.7% | +79.4% |
| 1Y | +96.1% | +28.7% | +67.5% | +70.2% |
| 3Y | +155.9% | +109.4% | +46.4% | +67.0% |
| 5Y | +306.9% | +144.1% | +162.8% | +133.7% |
| All | +358.2% | +336.4% | +21.7% | +108.0% |
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