+7.0%
FE vs CCEP
+30.9%
-24.0%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.8% |
| 7D | +1.2% | +2.1% | -0.9% | +0.9% |
| 30D | +4.5% | +10.6% | -6.1% | +2.8% |
| 3M | +1.3% | +10.3% | -9.0% | -0.3% |
| 6M | +8.7% | +31.1% | -22.4% | +4.1% |
| YTD | +9.2% | +32.1% | -22.9% | +5.8% |
| 1Y | +7.0% | +32.8% | -25.9% | +3.6% |
| All | +7.0% | +30.9% | -24.0% | +3.6% |
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