+86.3%
FOXA vs CCEP
+161.9%
-75.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.5% | -1.2% |
| 7D | -5.4% | -3.7% | -1.7% | -4.2% |
| 30D | +1.1% | -2.1% | +3.2% | +1.9% |
| 3M | -6.1% | +7.2% | -13.3% | -8.4% |
| 6M | +8.2% | +3.3% | +5.0% | +6.7% |
| YTD | -11.8% | +15.7% | -27.5% | -16.9% |
| 1Y | +9.9% | +16.6% | -6.6% | +3.1% |
| 3Y | +110.7% | +84.3% | +26.5% | +62.8% |
| 5Y | +86.9% | +109.0% | -22.1% | +34.9% |
| All | +86.3% | +161.9% | -75.6% | +6.9% |
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 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