+2,062.5%
XEL vs CCEP
+7,713.8%
-5,651.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.1% |
| 7D | +2.4% | +2.1% | +0.3% | +2.1% |
| 30D | +8.3% | +10.6% | -2.3% | +6.4% |
| 3M | +4.2% | +10.3% | -6.2% | +2.3% |
| 6M | +3.7% | +31.1% | -27.4% | -1.2% |
| YTD | +13.1% | +32.1% | -19.1% | +7.4% |
| 1Y | +5.0% | +32.8% | -27.8% | -0.3% |
| 3Y | +55.0% | +111.3% | -56.4% | +35.7% |
| 5Y | +51.8% | +147.5% | -95.7% | +28.5% |
| 10Y | +185.6% | +338.1% | -152.5% | +117.4% |
| All | +2,062.5% | +7,713.8% | -5,651.3% | +971.1% |
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