-39.8%
FIS vs CCEP
+109.7%
-149.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.3% | -2.0% |
| 7D | -25.5% | +2.6% | -28.0% | -26.2% |
| 30D | -15.1% | +15.1% | -30.2% | -19.0% |
| 3M | -32.1% | +7.3% | -39.4% | -33.8% |
| 6M | -36.1% | +23.4% | -59.5% | -40.1% |
| YTD | -55.4% | +29.4% | -84.8% | -59.2% |
| 1Y | -53.9% | +34.2% | -88.1% | -58.4% |
| 3Y | -39.8% | +108.4% | -148.1% | -49.7% |
| All | -39.8% | +109.7% | -149.5% | -49.7% |
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