+7,830.8%
PWR vs CCEP
+1,139.2%
+6,691.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | -11.2% | +5.4% | -16.6% | -12.9% |
| 30D | -17.4% | +12.8% | -30.2% | -21.0% |
| 3M | -11.7% | +10.9% | -22.6% | -15.3% |
| 6M | -21.7% | +25.6% | -47.3% | -28.3% |
| YTD | +38.3% | +31.0% | +7.3% | +24.5% |
| 1Y | +29.6% | +32.3% | -2.7% | +16.2% |
| 3Y | +236.1% | +110.5% | +125.6% | +154.9% |
| 5Y | +406.3% | +141.8% | +264.5% | +262.7% |
| 10Y | +1,796.7% | +341.1% | +1,455.6% | +985.9% |
| All | +7,830.8% | +1,139.2% | +6,691.5% | +2,607.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling