+291.9%
FTI vs CCEP
+236.5%
+55.4%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.4% |
| 7D | -5.6% | -5.7% | +0.1% | -2.6% |
| 30D | +0.4% | -3.4% | +3.8% | +2.1% |
| 3M | +8.1% | +5.5% | +2.6% | +3.8% |
| 6M | +16.7% | +2.2% | +14.5% | +13.3% |
| YTD | +70.0% | +14.6% | +55.3% | +53.7% |
| 1Y | +85.4% | +18.9% | +66.5% | +63.5% |
| 3Y | +265.9% | +82.6% | +183.3% | +142.2% |
| 5Y | +1,072.7% | +107.0% | +965.8% | +596.6% |
| All | +291.9% | +236.5% | +55.4% | +104.3% |
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