+104.9%
PSX vs CCEP
+23.2%
+81.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.8% | +1.6% |
| 7D | +2.8% | -1.0% | +3.8% | +2.8% |
| 30D | +27.8% | -1.6% | +29.4% | +27.6% |
| 3M | +42.0% | +11.9% | +30.2% | +43.7% |
| 6M | +58.1% | +7.5% | +50.7% | +60.4% |
| YTD | +105.0% | +18.7% | +86.3% | +103.4% |
| 1Y | +104.9% | +21.4% | +83.5% | +102.6% |
| All | +104.9% | +23.2% | +81.7% | +102.6% |
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