+230.1%
CCEP vs FWONK
+340.2%
-110.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -2.8% | +0.1% | -2.9% | -2.9% |
| 30D | -4.0% | -7.7% | +3.7% | -2.1% |
| 3M | +5.2% | +5.7% | -0.5% | +3.6% |
| 6M | +2.7% | +13.5% | -10.8% | -0.8% |
| YTD | +14.5% | -3.0% | +17.5% | +14.9% |
| 1Y | +17.2% | -6.4% | +23.6% | +18.3% |
| 3Y | +79.3% | +43.8% | +35.5% | +58.9% |
| 5Y | +106.8% | +98.6% | +8.2% | +65.7% |
| All | +230.1% | +340.2% | -110.1% | +143.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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