+28.7%
CCEP vs SPXU
-25.8%
+54.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -0.8% |
| 7D | -0.3% | -9.4% | +9.0% | -0.6% |
| 30D | +11.0% | +7.4% | +3.5% | +11.2% |
| 3M | +9.2% | +6.2% | +3.0% | +9.5% |
| 6M | +27.2% | -7.2% | +34.4% | +26.1% |
| YTD | +30.3% | -26.8% | +57.1% | +23.6% |
| 1Y | +28.7% | -26.3% | +54.9% | +22.1% |
| All | +28.7% | -25.8% | +54.5% | +22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling