+335.5%
CCEP vs XHB
+241.7%
+93.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.3% |
| 7D | +1.8% | -4.1% | +5.9% | +3.4% |
| 30D | +12.2% | +9.6% | +2.5% | +7.9% |
| 3M | +10.7% | -6.0% | +16.7% | +13.1% |
| 6M | +27.5% | +2.2% | +25.3% | +25.1% |
| YTD | +31.3% | +1.1% | +30.2% | +28.8% |
| 1Y | +29.9% | -1.7% | +31.6% | +28.7% |
| 3Y | +111.1% | +36.5% | +74.6% | +72.4% |
| 5Y | +142.3% | +33.5% | +108.9% | +95.1% |
| 10Y | +335.5% | +240.9% | +94.6% | +126.1% |
| All | +335.5% | +241.7% | +93.7% | +126.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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