-47.5%
FISV vs CCEP
+113.9%
-161.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.4% | +2.3% | +3.1% |
| 7D | +1.4% | +2.1% | -0.7% | +0.6% |
| 30D | +38.4% | +10.6% | +27.9% | +32.2% |
| 3M | +14.9% | +10.3% | +4.6% | +9.8% |
| 6M | +21.8% | +31.1% | -9.3% | +7.5% |
| YTD | -5.0% | +32.1% | -37.2% | -17.7% |
| 1Y | -1.2% | +32.8% | -34.0% | -14.7% |
| 3Y | -47.5% | +111.3% | -158.9% | -58.4% |
| All | -47.5% | +113.9% | -161.4% | -58.4% |
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