+140.7%
FITB vs CCEP
+111.2%
+29.5%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +0.5% | +5.4% | -4.9% | -0.8% |
| 30D | +7.0% | +12.8% | -5.7% | +3.9% |
| 3M | -4.4% | +10.9% | -15.2% | -6.8% |
| 6M | +11.6% | +25.6% | -14.1% | +5.3% |
| YTD | +18.6% | +31.0% | -12.4% | +10.3% |
| 1Y | +29.8% | +32.3% | -2.4% | +20.4% |
| 3Y | +140.7% | +110.5% | +30.2% | +105.0% |
| All | +140.7% | +111.2% | +29.5% | +105.0% |
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