+416.7%
FLEX vs CCEP
+148.1%
+268.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.0% | +5.6% | +4.8% |
| 7D | -19.3% | +2.6% | -21.9% | -20.1% |
| 30D | -41.5% | +15.1% | -56.7% | -44.5% |
| 3M | -43.1% | +7.3% | -50.4% | -44.8% |
| 6M | -48.2% | +23.4% | -71.6% | -52.9% |
| YTD | +15.5% | +29.4% | -13.9% | +2.5% |
| 1Y | +10.2% | +34.2% | -24.0% | -3.9% |
| 3Y | +256.8% | +108.4% | +148.5% | +136.3% |
| All | +416.7% | +148.1% | +268.6% | +195.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling