+68.6%
XOP vs CCEP
+1,835.2%
-1,766.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -8.4% | +5.4% | -13.7% | -10.9% |
| 30D | -8.4% | +12.8% | -21.1% | -14.2% |
| 3M | +0.2% | +10.9% | -10.7% | -5.7% |
| 6M | +7.2% | +25.6% | -18.4% | -6.2% |
| YTD | +40.8% | +31.0% | +9.8% | +18.8% |
| 1Y | +36.3% | +32.3% | +4.0% | +14.3% |
| 3Y | +37.2% | +110.5% | -73.3% | -12.8% |
| 5Y | +86.6% | +141.8% | -55.2% | +5.8% |
| 10Y | +44.0% | +341.1% | -297.1% | -44.4% |
| All | +68.6% | +1,835.2% | -1,766.5% | -77.9% |
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