+1,831.6%
PWR vs CCEP
+342.6%
+1,489.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -1.1% |
| 7D | +11.3% | +2.1% | +9.2% | +10.6% |
| 30D | -8.9% | +10.6% | -19.4% | -12.4% |
| 3M | -10.5% | +10.3% | -20.8% | -14.2% |
| 6M | -22.2% | +31.1% | -53.3% | -30.4% |
| YTD | +42.7% | +32.1% | +10.6% | +26.7% |
| 1Y | +41.1% | +32.8% | +8.3% | +24.9% |
| 3Y | +242.7% | +111.3% | +131.4% | +146.2% |
| 5Y | +418.5% | +147.5% | +271.0% | +242.9% |
| All | +1,831.6% | +342.6% | +1,489.0% | +990.6% |
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