+79.3%
CCEP vs XPO
+151.0%
-71.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -2.8% | -5.7% | +2.8% | -2.5% |
| 30D | -4.0% | -12.8% | +8.8% | -3.3% |
| 3M | +5.2% | -20.0% | +25.2% | +6.4% |
| 6M | +2.7% | -6.0% | +8.8% | +2.9% |
| YTD | +14.5% | +34.0% | -19.5% | +13.0% |
| 1Y | +17.2% | +35.6% | -18.4% | +15.5% |
| 3Y | +79.3% | +152.3% | -73.0% | +66.9% |
| All | +79.3% | +151.0% | -71.6% | +66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 3y: compounded portfolio wealth divided by compounded XPO 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…
3y analysis · Full analysis span regression · 6 months rolling