+3,553.2%
FIX vs CCEP
+342.6%
+3,210.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -1.9% |
| 7D | +9.4% | +2.1% | +7.3% | +8.6% |
| 30D | -27.8% | +10.6% | -38.4% | -31.0% |
| 3M | -35.6% | +10.3% | -45.9% | -38.7% |
| 6M | -45.2% | +31.1% | -76.3% | -52.0% |
| YTD | +19.5% | +32.1% | -12.6% | +3.9% |
| 1Y | +24.2% | +32.8% | -8.6% | +7.7% |
| 3Y | +494.2% | +111.3% | +382.8% | +300.9% |
| 5Y | +1,036.1% | +147.5% | +888.6% | +595.6% |
| All | +3,553.2% | +342.6% | +3,210.6% | +1,847.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling