+82.5%
XOP vs CCEP
+1,641.1%
-1,558.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | +0.7% |
| 7D | +2.6% | -3.1% | +5.6% | +4.2% |
| 30D | +15.4% | -2.6% | +18.0% | +16.8% |
| 3M | +12.1% | +14.9% | -2.9% | +3.4% |
| 6M | +19.7% | +2.3% | +17.4% | +16.1% |
| YTD | +52.4% | +17.8% | +34.5% | +36.6% |
| 1Y | +47.6% | +24.2% | +23.3% | +27.9% |
| 3Y | +34.4% | +84.7% | -50.4% | -8.4% |
| 5Y | +154.4% | +103.2% | +51.2% | +59.0% |
| 10Y | +54.7% | +257.4% | -202.7% | -33.0% |
| All | +82.5% | +1,641.1% | -1,558.5% | -74.6% |
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