+181.9%
FANG vs CCEP
+236.1%
-54.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | +2.9% | -2.8% | +5.7% | +4.2% |
| 30D | +2.6% | -4.0% | +6.6% | +4.4% |
| 3M | +7.6% | +5.2% | +2.4% | +4.1% |
| 6M | +17.3% | +2.7% | +14.6% | +13.8% |
| YTD | +38.7% | +14.5% | +24.2% | +26.8% |
| 1Y | +51.6% | +17.2% | +34.5% | +36.6% |
| 3Y | +50.0% | +79.3% | -29.4% | +4.8% |
| 5Y | +237.6% | +106.8% | +130.8% | +109.2% |
| All | +181.9% | +236.1% | -54.2% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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