+127.1%
CCEP vs FLNC
-70.4%
+197.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.2% |
| 7D | -2.8% | -4.1% | +1.2% | -2.7% |
| 30D | -4.0% | -24.8% | +20.7% | -3.4% |
| 3M | +5.2% | -59.1% | +64.3% | +7.2% |
| 6M | +2.7% | -42.0% | +44.7% | +2.7% |
| YTD | +14.5% | -49.8% | +64.3% | +14.3% |
| 1Y | +17.2% | +43.1% | -25.9% | +10.0% |
| 3Y | +79.3% | -61.0% | +140.3% | +73.9% |
| All | +127.1% | -70.4% | +197.5% | +116.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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