+110.5%
CCEP vs FND
-34.0%
+144.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.6% | +0.4% |
| 7D | +5.4% | +6.8% | -1.5% | +4.6% |
| 30D | +12.8% | +13.1% | -0.3% | +11.1% |
| 3M | +10.9% | -13.1% | +23.9% | +12.1% |
| 6M | +25.6% | -0.6% | +26.2% | +24.8% |
| YTD | +31.0% | -15.5% | +46.5% | +31.4% |
| 1Y | +32.3% | -13.7% | +45.9% | +32.3% |
| 3Y | +110.5% | -35.0% | +145.5% | +115.3% |
| All | +110.5% | -34.0% | +144.5% | +115.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling