+386.6%
PSX vs CCEP
+237.8%
+148.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.2% | +1.8% |
| 7D | +1.8% | -3.7% | +5.5% | +3.5% |
| 30D | +21.6% | -2.1% | +23.7% | +22.7% |
| 3M | +46.5% | +7.2% | +39.3% | +41.2% |
| 6M | +62.0% | +3.3% | +58.7% | +57.8% |
| YTD | +106.3% | +15.7% | +90.6% | +89.3% |
| 1Y | +103.0% | +16.6% | +86.4% | +84.8% |
| 3Y | +135.5% | +84.3% | +51.3% | +64.9% |
| 5Y | +368.5% | +109.0% | +259.5% | +194.7% |
| 10Y | +386.6% | +238.1% | +148.4% | +147.5% |
| All | +386.6% | +237.8% | +148.8% | +147.5% |
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 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