+261.8%
XOM vs CCEP
+105.2%
+156.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.6% | +4.8% | +2.6% |
| 7D | 0.0% | -3.7% | +3.7% | +0.5% |
| 30D | +3.4% | -2.1% | +5.5% | +3.7% |
| 3M | +11.0% | +7.2% | +3.8% | +9.7% |
| 6M | +10.6% | +3.3% | +7.3% | +10.0% |
| YTD | +39.2% | +15.7% | +23.5% | +35.3% |
| 1Y | +52.7% | +16.6% | +36.2% | +48.1% |
| 3Y | +56.8% | +84.3% | -27.5% | +39.1% |
| 5Y | +261.8% | +109.0% | +152.8% | +224.5% |
| All | +261.8% | +105.2% | +156.5% | +224.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling