+108.7%
CCEP vs XPO
+271.9%
-163.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.0% |
| 7D | -1.0% | +2.7% | -3.7% | -1.4% |
| 30D | -1.6% | -6.2% | +4.6% | -0.9% |
| 3M | +11.9% | -15.4% | +27.3% | +14.1% |
| 6M | +7.5% | +0.7% | +6.7% | +6.8% |
| YTD | +18.7% | +39.8% | -21.1% | +12.5% |
| 1Y | +21.4% | +43.3% | -21.9% | +14.2% |
| 3Y | +89.1% | +166.0% | -76.9% | +51.1% |
| 5Y | +108.7% | +274.2% | -165.5% | +41.4% |
| All | +108.7% | +271.9% | -163.2% | +41.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling