+19.8%
XBI vs CCEP
+105.7%
-85.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.3% |
| 7D | -4.6% | -5.7% | +1.1% | -2.5% |
| 30D | -0.8% | -3.4% | +2.6% | +0.4% |
| 3M | +21.8% | +5.5% | +16.3% | +18.6% |
| 6M | +23.2% | +2.2% | +21.0% | +21.2% |
| YTD | +28.7% | +14.6% | +14.1% | +20.4% |
| 1Y | +67.8% | +18.9% | +48.8% | +53.9% |
| 3Y | +100.6% | +82.6% | +18.1% | +46.1% |
| 5Y | +19.8% | +107.0% | -87.2% | -19.6% |
| All | +19.8% | +105.7% | -85.9% | -19.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling