+32.4%
PWR vs CCEP
+36.9%
-4.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +3.8% | -15.5% | -10.4% |
| 7D | -4.4% | +4.2% | -8.6% | -2.9% |
| 30D | -15.1% | +14.2% | -29.2% | -12.3% |
| 3M | -16.2% | +9.1% | -25.4% | -14.0% |
| 6M | -23.3% | +26.9% | -50.2% | -21.4% |
| YTD | +37.6% | +29.1% | +8.5% | +49.2% |
| 1Y | +32.4% | +36.8% | -4.4% | +41.3% |
| All | +32.4% | +36.9% | -4.5% | +41.3% |
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