+89.1%
CCEP vs FND
-49.6%
+138.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.6% | +5.3% | +1.2% |
| 7D | -1.0% | +0.4% | -1.4% | -1.0% |
| 30D | -1.6% | -23.6% | +22.0% | +1.1% |
| 3M | +11.9% | +4.3% | +7.5% | +11.0% |
| 6M | +7.5% | -20.3% | +27.7% | +9.0% |
| YTD | +18.7% | -21.3% | +40.0% | +20.3% |
| 1Y | +21.4% | -45.4% | +66.8% | +26.6% |
| 3Y | +89.1% | -48.9% | +138.0% | +100.6% |
| All | +89.1% | -49.6% | +138.7% | +100.6% |
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