+638.0%
XYZ vs CCEP
+299.9%
+338.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.2% | +2.4% | +3.0% |
| 7D | +14.9% | +1.7% | +13.2% | +14.1% |
| 30D | +14.7% | +12.7% | +2.0% | +8.0% |
| 3M | +12.1% | +8.5% | +3.6% | +7.4% |
| 6M | +18.3% | +25.6% | -7.2% | +4.9% |
| YTD | +36.1% | +30.9% | +5.1% | +17.1% |
| 1Y | +35.3% | +32.0% | +3.3% | +15.9% |
| 3Y | +73.5% | +110.9% | -37.5% | +11.4% |
| 5Y | -61.6% | +138.5% | -200.1% | -77.0% |
| 10Y | +638.0% | +302.3% | +335.7% | +266.5% |
| All | +638.0% | +299.9% | +338.1% | +266.5% |
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