+36.6%
ORLY vs CCEP
+82.4%
-45.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -2.4% | -2.8% | +0.5% | -1.6% |
| 30D | -6.8% | -4.0% | -2.7% | -5.8% |
| 3M | -4.8% | +5.2% | -10.0% | -6.2% |
| 6M | -9.1% | +2.7% | -11.8% | -10.2% |
| YTD | -5.9% | +14.5% | -20.4% | -9.8% |
| 1Y | -20.4% | +17.2% | -37.6% | -24.2% |
| 3Y | +36.6% | +79.3% | -42.7% | +20.0% |
| All | +36.6% | +82.4% | -45.8% | +20.0% |
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 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