+2,275.1%
VALE vs CCEP
+1,924.8%
+350.3%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +1.3% |
| 7D | +1.6% | -3.1% | +4.7% | +3.2% |
| 30D | +5.1% | -2.6% | +7.7% | +6.4% |
| 3M | -0.4% | +14.9% | -15.3% | -7.9% |
| 6M | -2.2% | +2.3% | -4.5% | -3.9% |
| YTD | +20.5% | +17.8% | +2.7% | +9.5% |
| 1Y | +61.2% | +24.2% | +37.0% | +41.8% |
| 3Y | +43.1% | +84.7% | -41.6% | +0.7% |
| 5Y | +34.0% | +103.2% | -69.2% | -13.4% |
| 10Y | +469.7% | +257.4% | +212.3% | +154.5% |
| All | +2,275.1% | +1,924.8% | +350.3% | +289.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling