+788.5%
XLK vs CCEP
+236.1%
+552.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | +0.2% | -2.8% | +3.0% | +1.2% |
| 30D | -0.6% | -4.0% | +3.4% | +0.6% |
| 3M | +2.6% | +5.2% | -2.6% | +0.2% |
| 6M | +34.0% | +2.7% | +31.3% | +31.6% |
| YTD | +30.7% | +14.5% | +16.2% | +23.0% |
| 1Y | +39.2% | +17.2% | +22.0% | +29.5% |
| 3Y | +120.4% | +79.3% | +41.1% | +71.3% |
| 5Y | +148.8% | +106.8% | +42.0% | +80.1% |
| All | +788.5% | +236.1% | +552.3% | +442.2% |
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