+147.8%
XEL vs CCEP
+236.1%
-88.3%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | -0.3% | -2.8% | +2.5% | +0.5% |
| 30D | -3.9% | -4.0% | +0.1% | -2.9% |
| 3M | -2.8% | +5.2% | -8.0% | -4.4% |
| 6M | -5.4% | +2.7% | -8.1% | -6.5% |
| YTD | +3.8% | +14.5% | -10.8% | -0.8% |
| 1Y | +6.8% | +17.2% | -10.3% | +1.3% |
| 3Y | +45.6% | +79.3% | -33.7% | +21.6% |
| 5Y | +30.7% | +106.8% | -76.1% | +3.3% |
| All | +147.8% | +236.1% | -88.3% | +64.9% |
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