+53.0%
FDX vs CCEP
+30.9%
+22.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.1% |
| 7D | +5.2% | +2.1% | +3.1% | +4.6% |
| 30D | +11.3% | +10.6% | +0.7% | +8.5% |
| 3M | -4.1% | +10.3% | -14.4% | -6.5% |
| 6M | +9.6% | +31.1% | -21.4% | +1.5% |
| YTD | +40.9% | +32.1% | +8.8% | +35.4% |
| 1Y | +53.0% | +32.8% | +20.2% | +46.5% |
| All | +53.0% | +30.9% | +22.1% | +46.5% |
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