-16.3%
ORLY vs CCEP
+24.3%
-40.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +1.6% |
| 7D | -0.7% | -3.1% | +2.4% | +0.3% |
| 30D | -5.9% | -2.6% | -3.3% | -5.2% |
| 3M | -0.6% | +14.9% | -15.5% | -5.3% |
| 6M | -6.8% | +2.3% | -9.0% | -9.0% |
| YTD | -3.6% | +17.8% | -21.5% | -10.1% |
| 1Y | -16.3% | +24.2% | -40.5% | -24.1% |
| All | -16.3% | +24.3% | -40.6% | -24.1% |
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