+230.4%
CCEP vs SPXS
-99.5%
+330.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.9% | -2.8% | -0.5% |
| 7D | -5.7% | +6.4% | -12.1% | -4.3% |
| 30D | -3.4% | +6.0% | -9.4% | -2.0% |
| 3M | +5.5% | -11.6% | +17.1% | +2.7% |
| 6M | +2.2% | -28.7% | +30.9% | -4.9% |
| YTD | +14.6% | -26.3% | +40.9% | +7.7% |
| 1Y | +18.9% | -34.9% | +53.8% | +8.7% |
| 3Y | +82.6% | -79.5% | +162.1% | +30.8% |
| 5Y | +107.0% | -85.9% | +192.9% | +50.4% |
| All | +230.4% | -99.5% | +330.0% | +37.4% |
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