+25.0%
FLEX vs CCEP
+36.9%
-11.9%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +3.8% | -16.2% | -10.8% |
| 7D | -17.0% | +4.2% | -21.2% | -15.3% |
| 30D | -33.8% | +14.2% | -48.0% | -31.3% |
| 3M | -39.0% | +9.1% | -48.2% | -37.0% |
| 6M | -15.9% | +26.9% | -42.8% | -15.2% |
| YTD | +27.8% | +29.1% | -1.2% | +34.4% |
| 1Y | +25.0% | +36.8% | -11.8% | +30.7% |
| All | +25.0% | +36.9% | -11.9% | +30.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling