+52.3%
XOM vs CCEP
+18.3%
+34.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.4% |
| 7D | +4.1% | -2.8% | +6.9% | +3.7% |
| 30D | +4.6% | -4.0% | +8.6% | +4.1% |
| 3M | +14.0% | +5.2% | +8.8% | +14.6% |
| 6M | +11.0% | +2.7% | +8.3% | +13.5% |
| YTD | +40.7% | +14.5% | +26.2% | +39.6% |
| 1Y | +52.3% | +17.2% | +35.2% | +49.9% |
| All | +52.3% | +18.3% | +34.0% | +49.9% |
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 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