+36.8%
CCEP vs XLRE
+14.1%
+22.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.3% | +0.5% | +1.2% |
| 7D | +4.2% | +7.1% | -2.8% | -1.1% |
| 30D | +14.2% | +10.9% | +3.2% | +5.5% |
| 3M | +9.1% | +0.7% | +8.4% | +8.5% |
| 6M | +26.9% | +4.1% | +22.7% | +22.8% |
| YTD | +29.1% | +14.5% | +14.6% | +17.4% |
| 1Y | +36.8% | +14.1% | +22.7% | +25.1% |
| All | +36.8% | +14.1% | +22.6% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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