+137.1%
PSX vs CCEP
+86.4%
+50.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.4% |
| 7D | +4.5% | -3.1% | +7.6% | +4.8% |
| 30D | +26.6% | -2.6% | +29.2% | +26.8% |
| 3M | +39.3% | +14.9% | +24.3% | +37.7% |
| 6M | +56.8% | +2.3% | +54.6% | +57.1% |
| YTD | +101.8% | +17.8% | +84.0% | +97.1% |
| 1Y | +99.6% | +24.2% | +75.4% | +92.9% |
| All | +137.1% | +86.4% | +50.7% | +113.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling