+634.6%
XYZ vs CCEP
+315.0%
+319.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.4% | -3.4% |
| 7D | +12.6% | +5.4% | +7.2% | +9.9% |
| 30D | +10.8% | +12.8% | -2.0% | +4.3% |
| 3M | +8.4% | +10.9% | -2.5% | +2.7% |
| 6M | +14.3% | +25.6% | -11.3% | +1.3% |
| YTD | +31.5% | +31.0% | +0.5% | +13.1% |
| 1Y | +28.1% | +32.3% | -4.1% | +9.5% |
| 3Y | +66.2% | +110.5% | -44.3% | +6.6% |
| 5Y | -62.3% | +141.8% | -204.1% | -77.6% |
| 10Y | +634.6% | +341.1% | +293.5% | +246.6% |
| All | +634.6% | +315.0% | +319.6% | +246.6% |
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 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