+184.1%
FTI vs CCEP
+342.6%
-158.4%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +1.3% |
| 7D | +4.3% | +2.1% | +2.2% | +3.2% |
| 30D | -4.7% | +10.6% | -15.2% | -10.3% |
| 3M | -13.5% | +10.3% | -23.8% | -18.8% |
| 6M | -8.7% | +31.1% | -39.8% | -23.2% |
| YTD | +49.0% | +32.1% | +16.9% | +23.3% |
| 1Y | +54.0% | +32.8% | +21.2% | +27.0% |
| 3Y | +211.6% | +111.3% | +100.3% | +87.1% |
| 5Y | +881.9% | +147.5% | +734.4% | +413.0% |
| All | +184.1% | +342.6% | -158.4% | +27.7% |
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