+456.7%
PWR vs CCEP
+108.6%
+348.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.7% | +1.6% | +2.2% |
| 7D | +4.5% | -1.0% | +5.5% | +4.8% |
| 30D | -4.9% | -1.6% | -3.3% | -4.6% |
| 3M | -7.9% | +11.9% | -19.7% | -11.3% |
| 6M | +18.3% | +7.5% | +10.9% | +15.2% |
| YTD | +51.5% | +18.7% | +32.8% | +42.7% |
| 1Y | +70.3% | +21.4% | +48.9% | +58.6% |
| 3Y | +210.6% | +89.1% | +121.5% | +137.8% |
| 5Y | +456.7% | +108.7% | +348.0% | +292.2% |
| All | +456.7% | +108.6% | +348.1% | +292.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling