+212.8%
XOM vs CCEP
+140.3%
+72.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +1.9% |
| 7D | +2.7% | -0.3% | +3.0% | +2.7% |
| 30D | -2.5% | +11.0% | -13.4% | -3.7% |
| 3M | +7.0% | +9.2% | -2.2% | +5.7% |
| 6M | +14.2% | +27.2% | -13.0% | +10.4% |
| YTD | +43.9% | +30.3% | +13.6% | +37.9% |
| 1Y | +47.9% | +28.7% | +19.2% | +42.0% |
| 3Y | +80.6% | +109.4% | -28.8% | +58.2% |
| 5Y | +212.8% | +144.1% | +68.7% | +170.8% |
| All | +212.8% | +140.3% | +72.5% | +170.8% |
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