-60.0%
FISV vs CCEP
+84.3%
-144.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.6% | -1.8% | -3.2% |
| 7D | -6.4% | -3.7% | -2.7% | -4.9% |
| 30D | -6.8% | -2.1% | -4.8% | -6.0% |
| 3M | -10.0% | +7.2% | -17.1% | -12.8% |
| 6M | -20.6% | +3.3% | -23.9% | -21.9% |
| YTD | -27.6% | +15.7% | -43.3% | -33.3% |
| 1Y | -64.3% | +16.6% | -80.9% | -66.8% |
| All | -60.0% | +84.3% | -144.3% | -69.0% |
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