+142.3%
CCEP vs FIVN
-82.8%
+225.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.2% |
| 7D | +1.8% | -22.8% | +24.5% | +3.2% |
| 30D | +12.2% | -21.3% | +33.5% | +13.5% |
| 3M | +10.7% | -14.0% | +24.6% | +11.2% |
| 6M | +27.5% | +31.1% | -3.6% | +23.8% |
| YTD | +31.3% | +40.0% | -8.7% | +26.2% |
| 1Y | +29.9% | +38.1% | -8.2% | +24.8% |
| 3Y | +111.1% | -55.7% | +166.8% | +121.8% |
| 5Y | +142.3% | -82.5% | +224.9% | +159.5% |
| All | +142.3% | -82.8% | +225.1% | +159.5% |
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 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