+2,425.3%
PWR vs CCEP
+237.8%
+2,187.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.7% | -1.0% |
| 7D | +2.7% | -3.7% | +6.3% | +3.9% |
| 30D | -5.1% | -2.1% | -3.0% | -4.6% |
| 3M | -9.4% | +7.2% | -16.6% | -12.2% |
| 6M | +10.4% | +3.3% | +7.1% | +8.1% |
| YTD | +48.6% | +15.7% | +33.0% | +39.3% |
| 1Y | +68.0% | +16.6% | +51.5% | +56.3% |
| 3Y | +204.7% | +84.3% | +120.5% | +133.0% |
| 5Y | +451.9% | +109.0% | +342.9% | +293.5% |
| 10Y | +2,425.3% | +238.1% | +2,187.2% | +1,465.1% |
| All | +2,425.3% | +237.8% | +2,187.5% | +1,465.1% |
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