+626.9%
FLEX vs CCEP
+315.0%
+311.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.7% | -2.7% |
| 7D | -13.6% | +5.4% | -19.0% | -15.8% |
| 30D | -36.5% | +12.8% | -49.3% | -40.4% |
| 3M | -36.4% | +10.9% | -47.3% | -40.1% |
| 6M | -46.5% | +25.6% | -72.1% | -53.1% |
| YTD | +25.9% | +31.0% | -5.1% | +7.9% |
| 1Y | +19.6% | +32.3% | -12.7% | +1.8% |
| 3Y | +287.0% | +110.5% | +176.5% | +151.6% |
| 5Y | +466.6% | +141.8% | +324.8% | +236.2% |
| 10Y | +626.9% | +341.1% | +285.8% | +271.0% |
| All | +626.9% | +315.0% | +311.9% | +271.0% |
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 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