+89.1%
CCEP vs FIVN
-55.5%
+144.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.1% | +6.9% | +0.9% |
| 7D | -1.0% | -8.2% | +7.3% | -0.8% |
| 30D | -1.6% | -8.1% | +6.5% | -1.4% |
| 3M | +11.9% | +34.9% | -23.0% | +10.7% |
| 6M | +7.5% | +72.6% | -65.2% | +5.5% |
| YTD | +18.7% | +55.8% | -37.0% | +16.9% |
| 1Y | +21.4% | +17.1% | +4.3% | +21.0% |
| 3Y | +89.1% | -54.3% | +143.4% | +101.8% |
| All | +89.1% | -55.5% | +144.6% | +101.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling