+3,653.2%
FIX vs CCEP
+301.0%
+3,352.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.0% | +6.4% | +5.8% |
| 7D | -17.5% | +2.6% | -20.0% | -18.6% |
| 30D | -41.6% | +15.1% | -56.7% | -45.1% |
| 3M | -40.6% | +7.3% | -47.9% | -42.8% |
| 6M | -49.4% | +23.4% | -72.8% | -54.4% |
| YTD | +9.2% | +29.4% | -20.2% | -4.0% |
| 1Y | +6.5% | +34.2% | -27.8% | -8.0% |
| 3Y | +448.7% | +108.4% | +340.4% | +275.9% |
| 5Y | +948.7% | +147.3% | +801.5% | +549.3% |
| All | +3,653.2% | +301.0% | +3,352.2% | +1,977.7% |
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