+76.4%
FCX vs CCEP
+21.6%
+54.8%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.7% | +4.6% | +5.4% |
| 7D | +5.7% | -1.0% | +6.7% | +5.7% |
| 30D | +10.1% | -1.6% | +11.7% | +10.1% |
| 3M | +20.2% | +11.9% | +8.3% | +19.7% |
| 6M | +29.7% | +7.5% | +22.2% | +28.6% |
| YTD | +51.9% | +18.7% | +33.2% | +59.4% |
| All | +76.4% | +21.6% | +54.8% | +86.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling