+336.9%
CCEP vs SPXS
-99.5%
+436.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -0.6% |
| 7D | -0.3% | -9.5% | +9.2% | -2.5% |
| 30D | +11.0% | +7.4% | +3.6% | +13.1% |
| 3M | +9.2% | +6.1% | +3.1% | +11.2% |
| 6M | +27.2% | -7.3% | +34.5% | +25.7% |
| YTD | +30.3% | -26.7% | +57.0% | +22.6% |
| 1Y | +28.7% | -26.2% | +54.9% | +21.5% |
| 3Y | +109.4% | -80.3% | +189.8% | +47.8% |
| 5Y | +144.1% | -83.4% | +227.5% | +85.5% |
| All | +336.9% | -99.5% | +436.4% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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