+50.0%
XEL vs CCEP
+140.5%
-90.5%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +1.0% | +1.1% |
| 7D | +0.7% | +1.8% | -1.0% | +0.3% |
| 30D | +9.3% | +12.2% | -2.8% | +5.9% |
| 3M | +5.3% | +10.7% | -5.4% | +2.3% |
| 6M | +2.2% | +27.5% | -25.3% | -4.7% |
| YTD | +12.3% | +31.3% | -19.0% | +3.6% |
| 1Y | +3.0% | +29.9% | -26.9% | -4.7% |
| 3Y | +51.6% | +111.1% | -59.5% | +23.2% |
| 5Y | +50.0% | +142.3% | -92.4% | +17.7% |
| All | +50.0% | +140.5% | -90.5% | +17.7% |
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