-3.7%
FISV vs CCEP
+36.9%
-40.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.8% | +2.4% | +5.4% |
| 7D | +29.6% | +4.2% | +25.4% | +28.1% |
| 30D | +34.5% | +14.2% | +20.3% | +30.4% |
| 3M | +11.2% | +9.1% | +2.1% | +8.8% |
| 6M | -1.2% | +26.9% | -28.1% | -4.7% |
| YTD | -7.6% | +29.1% | -36.7% | -10.9% |
| 1Y | -3.7% | +36.8% | -40.5% | -8.6% |
| All | -3.7% | +36.9% | -40.6% | -8.6% |
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