+254.0%
CCEP vs FND
+57.3%
+196.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -2.4% |
| 7D | -3.7% | -0.8% | -2.9% | -3.6% |
| 30D | -2.1% | -19.6% | +17.5% | +1.5% |
| 3M | +7.2% | -4.3% | +11.5% | +7.3% |
| 6M | +3.3% | -20.4% | +23.7% | +6.3% |
| YTD | +15.7% | -21.9% | +37.5% | +18.9% |
| 1Y | +16.6% | -45.2% | +61.7% | +26.9% |
| 3Y | +84.3% | -49.2% | +133.5% | +96.7% |
| 5Y | +109.0% | -61.8% | +170.8% | +126.0% |
| All | +254.0% | +57.3% | +196.7% | +204.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling