+152.6%
XRT vs CCEP
+299.9%
-147.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.2% | +2.5% | +3.2% |
| 7D | +2.5% | +1.7% | +0.8% | +1.9% |
| 30D | +10.3% | +12.7% | -2.4% | +5.7% |
| 3M | +2.4% | +8.5% | -6.1% | -0.7% |
| 6M | +10.0% | +25.6% | -15.6% | +1.1% |
| YTD | +9.5% | +30.9% | -21.4% | -1.2% |
| 1Y | +17.2% | +32.0% | -14.8% | +5.4% |
| 3Y | +62.0% | +110.9% | -49.0% | +20.2% |
| 5Y | -2.1% | +138.5% | -140.6% | -31.5% |
| 10Y | +152.6% | +302.3% | -149.8% | +62.1% |
| All | +152.6% | +299.9% | -147.4% | +62.1% |
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