+86.6%
XOP vs CCEP
+139.0%
-52.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -8.4% | +5.4% | -13.7% | -9.0% |
| 30D | -8.4% | +12.8% | -21.1% | -10.0% |
| 3M | +0.2% | +10.9% | -10.7% | -1.5% |
| 6M | +7.2% | +25.6% | -18.4% | +2.8% |
| YTD | +40.8% | +31.0% | +9.8% | +32.7% |
| 1Y | +36.3% | +32.3% | +4.0% | +28.1% |
| 3Y | +37.2% | +110.5% | -73.3% | +12.1% |
| 5Y | +86.6% | +141.8% | -55.2% | +44.7% |
| All | +86.6% | +139.0% | -52.3% | +44.7% |
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 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