+64.8%
XYZ vs CCEP
+112.6%
-47.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -2.2% | +1.8% | -3.9% | -2.5% |
| 30D | +11.6% | +12.2% | -0.6% | +9.4% |
| 3M | +8.4% | +10.7% | -2.3% | +6.5% |
| 6M | +17.2% | +27.5% | -10.3% | +13.0% |
| YTD | +31.7% | +31.3% | +0.4% | +27.1% |
| 1Y | +30.1% | +29.9% | +0.2% | +25.8% |
| All | +64.8% | +112.6% | -47.8% | +42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling