-55.8%
FIG vs CCEP
+24.3%
-80.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.1% | -1.3% | -4.9% |
| 7D | -16.3% | -3.1% | -13.2% | -16.8% |
| 30D | -14.3% | -2.6% | -11.7% | -14.7% |
| 3M | +7.2% | +14.9% | -7.8% | +13.1% |
| 6M | -18.6% | +2.3% | -20.9% | -16.4% |
| YTD | -35.5% | +17.8% | -53.3% | -29.5% |
| 1Y | -55.8% | +24.2% | -80.0% | -49.1% |
| All | -55.8% | +24.3% | -80.1% | -49.1% |
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