+53.3%
VALE vs CCEP
+89.4%
-36.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.7% |
| 7D | +2.9% | -1.0% | +3.9% | +3.2% |
| 30D | +8.8% | -1.6% | +10.4% | +9.2% |
| 3M | +6.8% | +11.9% | -5.1% | +2.7% |
| 6M | +6.9% | +7.5% | -0.5% | +4.0% |
| YTD | +22.8% | +18.7% | +4.1% | +16.3% |
| 1Y | +61.3% | +21.4% | +39.9% | +51.0% |
| 3Y | +53.3% | +89.1% | -35.8% | +15.9% |
| All | +53.3% | +89.4% | -36.1% | +15.9% |
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