+29.9%
CCEP vs EXR
+26.8%
+3.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +1.8% | -1.1% | +2.9% | +2.3% |
| 30D | +12.2% | +18.8% | -6.6% | +4.3% |
| 3M | +10.7% | +9.9% | +0.7% | +6.1% |
| 6M | +27.5% | +12.6% | +14.9% | +20.8% |
| YTD | +31.3% | +26.5% | +4.8% | +21.0% |
| 1Y | +29.9% | +24.5% | +5.4% | +20.8% |
| All | +29.9% | +26.8% | +3.1% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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