+54.6%
FTI vs CCEP
+36.9%
+17.7%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.8% | -7.2% | -2.4% |
| 7D | -9.7% | +4.2% | -13.9% | -8.6% |
| 30D | -8.2% | +14.2% | -22.3% | -5.3% |
| 3M | -7.8% | +9.1% | -17.0% | -5.8% |
| 6M | -13.4% | +26.9% | -40.3% | -10.6% |
| YTD | +45.1% | +29.1% | +16.0% | +52.9% |
| 1Y | +54.6% | +36.8% | +17.8% | +62.8% |
| All | +54.6% | +36.9% | +17.7% | +62.8% |
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 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