+1,477.5%
XLK vs CCEP
+1,001.6%
+476.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.1% |
| 7D | +2.3% | -1.0% | +3.3% | +2.6% |
| 30D | -0.1% | -1.6% | +1.6% | +0.3% |
| 3M | +2.1% | +11.9% | -9.7% | -1.4% |
| 6M | +37.2% | +7.5% | +29.7% | +33.6% |
| YTD | +30.8% | +18.7% | +12.1% | +23.6% |
| 1Y | +42.6% | +21.4% | +21.2% | +33.5% |
| 3Y | +121.8% | +89.1% | +32.7% | +81.2% |
| 5Y | +145.7% | +108.7% | +37.0% | +93.6% |
| 10Y | +782.1% | +241.0% | +541.1% | +492.0% |
| All | +1,477.5% | +1,001.6% | +476.0% | +597.3% |
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