+341.1%
CCEP vs XME
+270.2%
+71.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +0.5% |
| 7D | +5.4% | -0.2% | +5.5% | +5.3% |
| 30D | +12.8% | -9.2% | +21.9% | +15.1% |
| 3M | +10.9% | -17.8% | +28.6% | +15.7% |
| 6M | +25.6% | -20.0% | +45.7% | +31.0% |
| YTD | +31.0% | -6.6% | +37.6% | +29.7% |
| 1Y | +32.3% | +1.8% | +30.5% | +27.5% |
| 3Y | +110.5% | +98.7% | +11.8% | +60.6% |
| 5Y | +141.8% | +123.9% | +17.9% | +70.6% |
| 10Y | +341.1% | +277.9% | +63.3% | +127.7% |
| All | +341.1% | +270.2% | +71.0% | +127.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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