-40.9%
FIS vs CCEP
+237.8%
-278.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.6% | -0.9% | -2.3% |
| 7D | -9.1% | -3.7% | -5.4% | -7.6% |
| 30D | -10.4% | -2.1% | -8.4% | -9.6% |
| 3M | -3.7% | +7.2% | -10.9% | -6.5% |
| 6M | -24.8% | +3.3% | -28.0% | -26.2% |
| YTD | -41.6% | +15.7% | -57.3% | -45.7% |
| 1Y | -42.7% | +16.6% | -59.3% | -47.0% |
| 3Y | -26.2% | +84.3% | -110.5% | -45.4% |
| 5Y | -66.1% | +109.0% | -175.1% | -76.8% |
| 10Y | -40.9% | +238.1% | -279.0% | -65.7% |
| All | -40.9% | +237.8% | -278.7% | -65.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling