+230.1%
CCEP vs FIVN
+118.5%
+111.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.2% |
| 7D | -2.8% | -7.8% | +5.0% | -2.4% |
| 30D | -4.0% | -1.7% | -2.3% | -4.0% |
| 3M | +5.2% | +47.2% | -42.0% | +2.4% |
| 6M | +2.7% | +82.7% | -80.0% | -2.1% |
| YTD | +14.5% | +52.9% | -38.4% | +10.2% |
| 1Y | +17.2% | +17.5% | -0.3% | +14.6% |
| 3Y | +79.3% | -55.8% | +135.2% | +85.8% |
| 5Y | +106.8% | -82.3% | +189.1% | +122.1% |
| All | +230.1% | +118.5% | +111.5% | +184.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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