+22.8%
FLEX vs CCEP
+32.5%
-9.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.2% | +10.9% | +12.5% |
| 7D | -7.2% | +1.7% | -8.8% | -5.9% |
| 30D | -34.8% | +12.7% | -47.5% | -32.0% |
| 3M | -35.6% | +8.5% | -44.1% | -33.1% |
| 6M | -45.0% | +25.6% | -70.6% | -44.0% |
| YTD | +29.4% | +30.9% | -1.5% | +37.4% |
| All | +22.8% | +32.5% | -9.7% | +31.9% |
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