+72.5%
FDX vs CCEP
+140.3%
-67.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.7% |
| 7D | +0.8% | -0.3% | +1.1% | +0.9% |
| 30D | +9.9% | +11.0% | -1.1% | +5.6% |
| 3M | -1.9% | +9.2% | -11.1% | -5.3% |
| 6M | +6.1% | +27.2% | -21.1% | -3.9% |
| YTD | +38.8% | +30.3% | +8.5% | +24.2% |
| 1Y | +50.0% | +28.7% | +21.3% | +34.9% |
| 3Y | +71.0% | +109.4% | -38.4% | +18.2% |
| 5Y | +72.5% | +144.1% | -71.6% | +5.3% |
| All | +72.5% | +140.3% | -67.8% | +5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling