+20.7%
XLK vs CCEP
+36.9%
-16.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.8% | -3.8% | +0.9% |
| 7D | -7.6% | +4.2% | -11.8% | -6.6% |
| 30D | -12.2% | +14.2% | -26.3% | -9.6% |
| 3M | -5.5% | +9.1% | -14.6% | -3.4% |
| 6M | +9.2% | +26.9% | -17.7% | +13.0% |
| YTD | +23.0% | +29.1% | -6.0% | +30.9% |
| 1Y | +20.7% | +36.8% | -16.1% | +28.7% |
| All | +20.7% | +36.9% | -16.2% | +28.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling