+250.8%
CCEP vs FND
+54.9%
+195.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.7% |
| 7D | -5.7% | -5.1% | -0.7% | -4.9% |
| 30D | -3.4% | -22.5% | +19.1% | +0.8% |
| 3M | +5.5% | -5.0% | +10.5% | +5.8% |
| 6M | +2.2% | -21.5% | +23.8% | +5.4% |
| YTD | +14.6% | -23.0% | +37.7% | +18.1% |
| 1Y | +18.9% | -44.9% | +63.8% | +29.3% |
| 3Y | +82.6% | -50.0% | +132.6% | +95.4% |
| 5Y | +107.0% | -63.3% | +170.3% | +125.5% |
| All | +250.8% | +54.9% | +195.9% | +202.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded FND 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling