+343.1%
CCEP vs SPXU
-99.5%
+442.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.2% | +1.7% |
| 7D | +2.1% | -7.6% | +9.7% | +0.3% |
| 30D | +10.6% | +5.3% | +5.3% | +12.2% |
| 3M | +10.3% | +9.6% | +0.7% | +13.2% |
| 6M | +31.1% | -4.5% | +35.6% | +30.5% |
| YTD | +32.1% | -25.9% | +58.0% | +24.6% |
| 1Y | +32.8% | -28.9% | +61.7% | +24.2% |
| 3Y | +111.3% | -80.5% | +191.8% | +48.4% |
| 5Y | +147.5% | -83.4% | +230.9% | +87.8% |
| All | +343.1% | -99.5% | +442.6% | +73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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