+11,131.7%
FISV vs CCEP
+6,869.6%
+4,262.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +1.4% |
| 7D | -0.3% | -3.1% | +2.7% | +0.5% |
| 30D | -2.1% | -2.6% | +0.5% | -1.3% |
| 3M | -5.7% | +14.9% | -20.7% | -9.5% |
| 6M | -15.3% | +2.3% | -17.6% | -16.2% |
| YTD | -21.1% | +17.8% | -38.9% | -25.1% |
| 1Y | -61.1% | +24.2% | -85.3% | -63.3% |
| 3Y | -56.8% | +84.7% | -141.6% | -63.8% |
| 5Y | -54.2% | +103.2% | -157.4% | -62.9% |
| 10Y | +1.6% | +257.4% | -255.8% | -30.3% |
| All | +11,131.7% | +6,869.6% | +4,262.0% | +4,519.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling