+955.3%
XBI vs CCEP
+1,683.5%
-728.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.9% |
| 7D | +0.9% | -3.1% | +3.9% | +2.1% |
| 30D | +7.1% | -2.6% | +9.7% | +8.0% |
| 3M | +22.9% | +14.9% | +8.0% | +15.8% |
| 6M | +29.7% | +2.3% | +27.4% | +27.6% |
| YTD | +34.5% | +17.8% | +16.6% | +24.8% |
| 1Y | +76.1% | +24.2% | +51.8% | +59.6% |
| 3Y | +103.2% | +84.7% | +18.5% | +55.4% |
| 5Y | +22.8% | +103.2% | -80.3% | -10.8% |
| 10Y | +176.3% | +257.4% | -81.1% | +50.3% |
| All | +955.3% | +1,683.5% | -728.2% | +174.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling