-55.8%
FISV vs CCEP
+105.7%
-161.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.0% |
| 7D | -7.2% | -5.7% | -1.5% | -4.8% |
| 30D | -7.2% | -3.4% | -3.8% | -5.8% |
| 3M | -8.2% | +5.5% | -13.7% | -10.4% |
| 6M | -17.7% | +2.2% | -19.9% | -18.9% |
| YTD | -27.2% | +14.6% | -41.8% | -32.3% |
| 1Y | -63.0% | +18.9% | -81.9% | -65.7% |
| 3Y | -59.8% | +82.6% | -142.4% | -69.4% |
| 5Y | -55.8% | +107.0% | -162.8% | -69.4% |
| All | -55.8% | +105.7% | -161.5% | -69.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling