+869.9%
XBI vs CCEP
+1,899.5%
-1,029.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -1.0% |
| 7D | -1.1% | +2.1% | -3.2% | -1.9% |
| 30D | +2.6% | +10.6% | -8.0% | -1.6% |
| 3M | -4.0% | +10.3% | -14.3% | -8.0% |
| 6M | +10.9% | +31.1% | -20.2% | -1.1% |
| YTD | +23.6% | +32.1% | -8.5% | +9.4% |
| 1Y | +35.1% | +32.8% | +2.3% | +19.2% |
| 3Y | +125.2% | +111.3% | +13.8% | +63.2% |
| 5Y | +19.7% | +147.5% | -127.8% | -19.5% |
| 10Y | +130.6% | +338.1% | -207.5% | +15.8% |
| All | +869.9% | +1,899.5% | -1,029.7% | +140.3% |
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 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