-26.1%
FLUT vs CCEP
+299.9%
-326.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.2% |
| 7D | -6.5% | +1.7% | -8.1% | -6.7% |
| 30D | +2.8% | +12.7% | -9.9% | +0.8% |
| 3M | -13.5% | +8.5% | -22.0% | -14.6% |
| 6M | -19.0% | +25.6% | -44.5% | -21.8% |
| YTD | -61.9% | +30.9% | -92.8% | -63.6% |
| 1Y | -63.2% | +32.0% | -95.2% | -64.9% |
| 3Y | -46.0% | +110.9% | -157.0% | -51.9% |
| 5Y | -51.8% | +138.5% | -190.2% | -58.3% |
| 10Y | -26.1% | +302.3% | -328.4% | -33.5% |
| All | -26.1% | +299.9% | -326.0% | -33.5% |
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