+1,844.9%
PWR vs CCEP
+336.4%
+1,508.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | 0.0% |
| 7D | +19.1% | -0.3% | +19.4% | +19.2% |
| 30D | -12.0% | +11.0% | -23.0% | -15.6% |
| 3M | -10.6% | +9.2% | -19.8% | -14.0% |
| 6M | -20.8% | +27.2% | -48.0% | -28.5% |
| YTD | +43.7% | +30.3% | +13.4% | +28.2% |
| 1Y | +35.0% | +28.7% | +6.3% | +20.8% |
| 3Y | +249.4% | +109.4% | +140.0% | +151.6% |
| 5Y | +422.1% | +144.1% | +278.0% | +246.9% |
| All | +1,844.9% | +336.4% | +1,508.5% | +1,003.2% |
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 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