+141.8%
CCEP vs FND
-61.3%
+203.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.6% | +0.6% |
| 7D | +5.4% | +6.8% | -1.5% | +4.2% |
| 30D | +12.8% | +13.1% | -0.3% | +10.4% |
| 3M | +10.9% | -13.1% | +23.9% | +12.9% |
| 6M | +25.6% | -0.6% | +26.2% | +24.5% |
| YTD | +31.0% | -15.5% | +46.5% | +32.2% |
| 1Y | +32.3% | -13.7% | +45.9% | +32.9% |
| 3Y | +110.5% | -35.0% | +145.5% | +111.9% |
| 5Y | +141.8% | -60.1% | +201.9% | +158.3% |
| All | +141.8% | -61.3% | +203.1% | +158.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling