+108.7%
CCEP vs SPXS
-85.9%
+194.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +1.0% |
| 7D | -1.0% | -1.5% | +0.6% | -1.2% |
| 30D | -1.6% | +3.7% | -5.3% | -0.9% |
| 3M | +11.9% | -9.6% | +21.5% | +10.1% |
| 6M | +7.5% | -32.4% | +39.8% | +0.6% |
| YTD | +18.7% | -28.7% | +47.4% | +12.4% |
| 1Y | +21.4% | -38.1% | +59.5% | +12.1% |
| 3Y | +89.1% | -80.1% | +169.2% | +41.4% |
| 5Y | +108.7% | -85.9% | +194.6% | +57.5% |
| All | +108.7% | -85.9% | +194.6% | +57.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling