+138.5%
CCEP vs FLR
+116.5%
+22.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +8.3% | -7.1% | +0.9% |
| 7D | +1.7% | +8.5% | -6.9% | +1.3% |
| 30D | +12.7% | -0.7% | +13.4% | +12.7% |
| 3M | +8.5% | -11.7% | +20.2% | +9.1% |
| 6M | +25.6% | +16.2% | +9.4% | +24.0% |
| YTD | +30.9% | +27.0% | +3.9% | +28.3% |
| 1Y | +32.0% | +10.1% | +21.9% | +30.4% |
| 3Y | +110.9% | +46.2% | +64.8% | +95.7% |
| 5Y | +138.5% | +121.4% | +17.0% | +98.0% |
| All | +138.5% | +116.5% | +22.0% | +98.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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