+166.0%
CVX vs CCEP
+108.6%
+57.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.2% | +0.5% |
| 7D | -0.6% | -1.0% | +0.4% | -0.5% |
| 30D | +13.4% | -1.6% | +15.0% | +13.6% |
| 3M | +11.8% | +11.9% | 0.0% | +9.8% |
| 6M | +12.4% | +7.5% | +5.0% | +11.0% |
| YTD | +41.5% | +18.7% | +22.8% | +36.9% |
| 1Y | +41.6% | +21.4% | +20.2% | +36.3% |
| 3Y | +42.2% | +89.1% | -46.9% | +25.6% |
| 5Y | +166.0% | +108.7% | +57.3% | +135.6% |
| All | +166.0% | +108.6% | +57.4% | +135.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling