+335.4%
CCEP vs FIVN
+318.5%
+16.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.7% | -3.0% |
| 7D | -3.1% | -2.3% | -0.8% | -2.9% |
| 30D | -2.6% | +12.4% | -15.0% | -3.4% |
| 3M | +14.9% | +36.0% | -21.1% | +12.6% |
| 6M | +2.3% | +86.0% | -83.7% | -2.1% |
| YTD | +17.8% | +65.9% | -48.1% | +13.3% |
| 1Y | +24.2% | +26.5% | -2.3% | +21.3% |
| 3Y | +84.7% | -54.2% | +138.9% | +89.8% |
| 5Y | +103.2% | -80.5% | +183.6% | +114.4% |
| 10Y | +257.4% | +109.6% | +147.7% | +226.5% |
| All | +335.4% | +318.5% | +16.9% | +275.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling