+56.2%
XOP vs CCEP
+237.8%
-181.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.1% | +1.6% |
| 7D | +1.0% | -3.7% | +4.6% | +2.5% |
| 30D | +10.8% | -2.1% | +12.9% | +11.7% |
| 3M | +19.5% | +7.2% | +12.3% | +15.2% |
| 6M | +21.6% | +3.3% | +18.3% | +18.2% |
| YTD | +55.8% | +15.7% | +40.1% | +43.2% |
| 1Y | +54.6% | +16.6% | +38.1% | +41.1% |
| 3Y | +36.6% | +84.3% | -47.6% | -2.4% |
| 5Y | +160.6% | +109.0% | +51.6% | +69.6% |
| 10Y | +56.2% | +238.1% | -181.9% | -9.7% |
| All | +56.2% | +237.8% | -181.6% | -9.7% |
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