+192.9%
XOM vs CCEP
+236.1%
-43.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +4.1% | -2.8% | +6.9% | +5.0% |
| 30D | +4.6% | -4.0% | +8.6% | +5.9% |
| 3M | +14.0% | +5.2% | +8.8% | +11.6% |
| 6M | +11.0% | +2.7% | +8.3% | +9.0% |
| YTD | +40.7% | +14.5% | +26.2% | +32.8% |
| 1Y | +52.3% | +17.2% | +35.2% | +42.3% |
| 3Y | +60.5% | +79.3% | -18.9% | +26.5% |
| 5Y | +266.4% | +106.8% | +159.7% | +167.6% |
| All | +192.9% | +236.1% | -43.2% | +86.9% |
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