+4,261.5%
XOM vs CCEP
+6,869.6%
-2,608.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -1.0% |
| 7D | +1.8% | -3.1% | +4.8% | +2.4% |
| 30D | +5.9% | -2.6% | +8.4% | +6.4% |
| 3M | +5.6% | +14.9% | -9.4% | +2.1% |
| 6M | +7.9% | +2.3% | +5.6% | +6.7% |
| YTD | +35.2% | +17.8% | +17.3% | +29.5% |
| 1Y | +46.0% | +24.2% | +21.8% | +38.0% |
| 3Y | +55.0% | +84.7% | -29.7% | +33.2% |
| 5Y | +246.3% | +103.2% | +143.1% | +187.5% |
| 10Y | +181.0% | +257.4% | -76.4% | +104.0% |
| All | +4,261.5% | +6,869.6% | -2,608.1% | +1,848.8% |
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 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