+108.7%
CCEP vs FIVN
-81.8%
+190.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.1% | +6.9% | +1.2% |
| 7D | -1.0% | -8.2% | +7.3% | -0.4% |
| 30D | -1.6% | -8.1% | +6.5% | -1.1% |
| 3M | +11.9% | +34.9% | -23.0% | +9.0% |
| 6M | +7.5% | +72.6% | -65.2% | +2.1% |
| YTD | +18.7% | +55.8% | -37.0% | +13.4% |
| 1Y | +21.4% | +17.1% | +4.3% | +18.8% |
| 3Y | +89.1% | -54.3% | +143.4% | +100.2% |
| 5Y | +108.7% | -81.6% | +190.3% | +134.3% |
| All | +108.7% | -81.8% | +190.5% | +134.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling