+1,005.1%
FLEX vs CCEP
+251.0%
+754.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.1% | +4.6% | +2.9% |
| 7D | -0.9% | -3.1% | +2.2% | +0.4% |
| 30D | -10.1% | -2.6% | -7.6% | -9.3% |
| 3M | -31.3% | +14.9% | -46.3% | -36.6% |
| 6M | +71.3% | +2.3% | +69.0% | +67.3% |
| YTD | +81.2% | +17.8% | +63.4% | +64.8% |
| 1Y | +98.5% | +24.2% | +74.3% | +74.5% |
| 3Y | +428.2% | +84.7% | +343.5% | +270.2% |
| 5Y | +657.3% | +103.2% | +554.1% | +394.9% |
| All | +1,005.1% | +251.0% | +754.1% | +501.4% |
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