+108.7%
CCEP vs FLR
+248.0%
-139.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.7% |
| 7D | -1.0% | +0.7% | -1.6% | -1.0% |
| 30D | -1.6% | -0.7% | -0.9% | -1.6% |
| 3M | +11.9% | +14.3% | -2.5% | +10.7% |
| 6M | +7.5% | +25.6% | -18.1% | +5.4% |
| YTD | +18.7% | +42.9% | -24.1% | +15.4% |
| 1Y | +21.4% | +38.7% | -17.3% | +17.9% |
| 3Y | +89.1% | +61.8% | +27.3% | +73.8% |
| 5Y | +108.7% | +254.1% | -145.4% | +60.2% |
| All | +108.7% | +248.0% | -139.3% | +60.2% |
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