+163.9%
XLE vs CCEP
+299.9%
-136.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.1% |
| 7D | -7.9% | +1.7% | -9.5% | -8.6% |
| 30D | -4.8% | +12.7% | -17.5% | -9.5% |
| 3M | +8.4% | +8.5% | -0.1% | +4.3% |
| 6M | +12.7% | +25.6% | -12.9% | +1.7% |
| YTD | +41.3% | +30.9% | +10.4% | +24.2% |
| 1Y | +42.3% | +32.0% | +10.3% | +24.5% |
| 3Y | +65.1% | +110.9% | -45.9% | +14.8% |
| 5Y | +150.2% | +138.5% | +11.7% | +59.2% |
| 10Y | +163.9% | +302.3% | -138.4% | +41.2% |
| All | +163.9% | +299.9% | -136.0% | +41.2% |
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 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