+66.2%
PWR vs CCEP
+24.3%
+41.9%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.8% | -0.1% |
| 7D | +3.6% | -3.1% | +6.7% | +2.8% |
| 30D | -8.6% | -2.6% | -6.0% | -9.0% |
| 3M | -13.2% | +14.9% | -28.1% | -11.4% |
| 6M | +9.9% | +2.3% | +7.6% | +8.5% |
| YTD | +48.0% | +17.8% | +30.2% | +59.0% |
| 1Y | +66.2% | +24.2% | +42.0% | +86.2% |
| All | +66.2% | +24.3% | +41.9% | +86.2% |
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