-38.8%
FIS vs CCEP
+113.9%
-152.7%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.4% | +2.8% | +3.8% |
| 7D | +2.8% | +2.1% | +0.7% | +2.2% |
| 30D | -16.7% | +10.6% | -27.3% | -19.5% |
| 3M | -32.3% | +10.3% | -42.6% | -34.5% |
| 6M | -29.1% | +31.1% | -60.1% | -34.7% |
| YTD | -54.1% | +32.1% | -86.3% | -58.3% |
| 1Y | -53.7% | +32.8% | -86.5% | -58.1% |
| 3Y | -38.8% | +111.3% | -150.2% | -50.7% |
| All | -38.8% | +113.9% | -152.7% | -50.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling