+109.0%
CCEP vs SPXU
-85.9%
+194.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.4% | -4.0% | -2.3% |
| 7D | -3.7% | +1.3% | -4.9% | -3.4% |
| 30D | -2.1% | +5.1% | -7.2% | -1.1% |
| 3M | +7.2% | -9.1% | +16.3% | +5.6% |
| 6M | +3.3% | -29.6% | +32.9% | -2.6% |
| YTD | +15.7% | -27.7% | +43.4% | +9.8% |
| 1Y | +16.6% | -37.0% | +53.5% | +7.9% |
| 3Y | +84.3% | -80.2% | +164.4% | +37.6% |
| 5Y | +109.0% | -86.0% | +195.0% | +57.4% |
| All | +109.0% | -85.9% | +194.9% | +57.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling