+278.4%
FTI vs CCEP
+89.4%
+189.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.9% | -2.2% |
| 7D | -0.2% | -1.0% | +0.8% | -0.1% |
| 30D | +12.3% | -1.6% | +13.9% | +12.4% |
| 3M | +13.8% | +11.9% | +1.9% | +11.7% |
| 6M | +24.3% | +7.5% | +16.8% | +22.8% |
| YTD | +75.8% | +18.7% | +57.0% | +70.1% |
| 1Y | +99.6% | +21.4% | +78.2% | +91.8% |
| 3Y | +278.4% | +89.1% | +189.3% | +251.7% |
| All | +278.4% | +89.4% | +189.0% | +251.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling