+144.1%
CCEP vs SPXS
-83.7%
+227.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -0.6% |
| 7D | -0.3% | -9.5% | +9.2% | -1.9% |
| 30D | +11.0% | +7.4% | +3.6% | +12.6% |
| 3M | +9.2% | +6.1% | +3.1% | +10.7% |
| 6M | +27.2% | -7.3% | +34.5% | +26.1% |
| YTD | +30.3% | -26.7% | +57.0% | +24.3% |
| 1Y | +28.7% | -26.2% | +54.9% | +23.1% |
| 3Y | +109.4% | -80.3% | +189.8% | +55.5% |
| 5Y | +144.1% | -83.4% | +227.5% | +94.4% |
| All | +144.1% | -83.7% | +227.8% | +94.4% |
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 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