+65.8%
XLE vs CCEP
+112.6%
-46.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.9% |
| 7D | -0.2% | +1.8% | -2.0% | -0.3% |
| 30D | -4.0% | +12.2% | -16.2% | -4.7% |
| 3M | +4.6% | +10.7% | -6.0% | +4.0% |
| 6M | +12.3% | +27.5% | -15.2% | +9.8% |
| YTD | +44.5% | +31.3% | +13.2% | +39.6% |
| 1Y | +42.4% | +29.9% | +12.5% | +37.8% |
| All | +65.8% | +112.6% | -46.8% | +51.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling