+35.8%
XYZ vs CCEP
+30.9%
+4.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.4% | +1.4% | +2.5% |
| 7D | -1.1% | +2.1% | -3.2% | -1.5% |
| 30D | +11.5% | +10.6% | +0.9% | +9.4% |
| 3M | +1.8% | +10.3% | -8.5% | -0.1% |
| 6M | +21.2% | +31.1% | -9.9% | +18.3% |
| YTD | +29.9% | +32.1% | -2.2% | +41.3% |
| 1Y | +35.8% | +32.8% | +2.9% | +48.0% |
| All | +35.8% | +30.9% | +4.8% | +48.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling