-20.4%
ORLY vs CCEP
+18.3%
-38.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -2.4% | -2.8% | +0.5% | -1.5% |
| 30D | -6.8% | -4.0% | -2.7% | -5.7% |
| 3M | -4.8% | +5.2% | -10.0% | -6.6% |
| 6M | -9.1% | +2.7% | -11.8% | -11.2% |
| YTD | -5.9% | +14.5% | -20.4% | -11.1% |
| 1Y | -20.4% | +17.2% | -37.6% | -26.0% |
| All | -20.4% | +18.3% | -38.7% | -26.0% |
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