+120.6%
VLO vs CCEP
+36.9%
+83.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +3.8% | -9.6% | -4.9% |
| 7D | -6.0% | +4.2% | -10.2% | -5.1% |
| 30D | -12.9% | +14.2% | -27.0% | -10.4% |
| 3M | +18.3% | +9.1% | +9.2% | +20.8% |
| 6M | +46.4% | +26.9% | +19.6% | +55.3% |
| YTD | +127.7% | +29.1% | +98.7% | +126.8% |
| 1Y | +120.6% | +36.8% | +83.8% | +113.3% |
| All | +120.6% | +36.9% | +83.7% | +113.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling