+489.2%
VALE vs CCEP
+236.1%
+253.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -0.3% | -2.8% | +2.6% | +1.0% |
| 30D | +8.6% | -4.0% | +12.7% | +10.4% |
| 3M | +2.0% | +5.2% | -3.2% | -0.7% |
| 6M | +2.1% | +2.7% | -0.6% | +0.4% |
| YTD | +20.2% | +14.5% | +5.7% | +12.3% |
| 1Y | +55.2% | +17.2% | +38.0% | +43.0% |
| 3Y | +45.9% | +79.3% | -33.4% | +9.4% |
| 5Y | +41.4% | +106.8% | -65.4% | -3.1% |
| All | +489.2% | +236.1% | +253.1% | +220.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling