+135.5%
CCEP vs FLNC
-67.0%
+202.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.7% | -5.9% | +0.6% |
| 7D | -1.0% | +6.0% | -6.9% | -1.1% |
| 30D | -1.6% | -16.3% | +14.7% | -1.2% |
| 3M | +11.9% | -54.1% | +66.0% | +13.7% |
| 6M | +7.5% | -25.3% | +32.8% | +6.7% |
| YTD | +18.7% | -44.2% | +62.9% | +18.3% |
| 1Y | +21.4% | +53.1% | -31.7% | +13.9% |
| 3Y | +89.1% | -58.3% | +147.4% | +83.5% |
| All | +135.5% | -67.0% | +202.5% | +123.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling