-2.2%
VALE vs CCEP
+1.4%
-3.6%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.8% |
| 7D | +1.6% | -3.1% | +4.7% | +2.7% |
| 30D | +5.1% | -2.6% | +7.7% | +6.0% |
| 3M | -0.4% | +14.9% | -15.3% | -8.8% |
| 6M | -2.2% | +2.3% | -4.5% | +1.9% |
| All | -2.2% | +1.4% | -3.6% | +1.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling