+149.7%
XBI vs CCEP
+236.1%
-86.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -4.6% | -2.8% | -1.8% | -3.8% |
| 30D | -2.0% | -4.0% | +2.0% | -0.8% |
| 3M | +17.8% | +5.2% | +12.6% | +15.3% |
| 6M | +23.7% | +2.7% | +21.0% | +21.8% |
| YTD | +28.2% | +14.5% | +13.7% | +21.4% |
| 1Y | +64.0% | +17.2% | +46.8% | +53.7% |
| 3Y | +99.4% | +79.3% | +20.1% | +59.4% |
| 5Y | +19.3% | +106.8% | -87.4% | -10.5% |
| All | +149.7% | +236.1% | -86.4% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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