+442.4%
FLEX vs CCEP
+85.5%
+356.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.1% | +4.6% | +1.6% |
| 7D | -0.9% | -3.1% | +2.2% | -0.8% |
| 30D | -10.1% | -2.6% | -7.6% | -10.0% |
| 3M | -31.3% | +14.9% | -46.3% | -33.1% |
| 6M | +71.3% | +2.3% | +69.0% | +68.9% |
| YTD | +81.2% | +17.8% | +63.4% | +76.5% |
| 1Y | +98.5% | +24.2% | +74.3% | +90.8% |
| All | +442.4% | +85.5% | +356.9% | +366.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling