-57.0%
FIG vs CCEP
+28.8%
-85.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.3% |
| 7D | +2.6% | -0.3% | +2.9% | +2.6% |
| 30D | -13.1% | +11.0% | -24.0% | -12.8% |
| 3M | -20.3% | +9.2% | -29.5% | -20.2% |
| 6M | -2.1% | +27.2% | -29.3% | +2.6% |
| YTD | -49.4% | +30.3% | -79.7% | -45.4% |
| 1Y | -57.0% | +28.7% | -85.7% | -52.4% |
| All | -57.0% | +28.8% | -85.8% | -52.4% |
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