+385.2%
CCEP vs FIVN
+253.1%
+132.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.2% |
| 7D | +1.8% | -22.8% | +24.5% | +3.1% |
| 30D | +12.2% | -21.3% | +33.5% | +13.4% |
| 3M | +10.7% | -14.0% | +24.6% | +11.1% |
| 6M | +27.5% | +31.1% | -3.6% | +24.5% |
| YTD | +31.3% | +40.0% | -8.7% | +27.0% |
| 1Y | +29.9% | +38.1% | -8.2% | +25.7% |
| 3Y | +111.1% | -55.7% | +166.8% | +116.3% |
| 5Y | +142.3% | -82.5% | +224.9% | +156.8% |
| 10Y | +335.5% | +92.4% | +243.1% | +299.4% |
| All | +385.2% | +253.1% | +132.1% | +320.7% |
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