+1,874.2%
PWR vs CCEP
+342.1%
+1,532.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.3% | +4.0% | +4.2% |
| 7D | +4.7% | +1.8% | +3.0% | +4.1% |
| 30D | -12.5% | +12.2% | -24.7% | -16.4% |
| 3M | -9.3% | +10.7% | -20.0% | -13.2% |
| 6M | -22.2% | +27.5% | -49.7% | -29.7% |
| YTD | +44.2% | +31.3% | +12.8% | +28.2% |
| 1Y | +35.5% | +29.9% | +5.6% | +21.0% |
| 3Y | +250.4% | +111.1% | +139.3% | +151.8% |
| 5Y | +425.6% | +142.3% | +283.3% | +250.6% |
| 10Y | +1,874.2% | +335.5% | +1,538.7% | +1,018.5% |
| All | +1,874.2% | +342.1% | +1,532.1% | +1,018.5% |
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