+743.6%
VLO vs CCEP
+299.9%
+443.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.2% | +1.8% | +2.4% |
| 7D | -6.5% | +1.7% | -8.1% | -7.5% |
| 30D | -17.8% | +12.7% | -30.5% | -23.0% |
| 3M | +19.6% | +8.5% | +11.1% | +13.7% |
| 6M | +49.3% | +25.6% | +23.7% | +30.7% |
| YTD | +122.4% | +30.9% | +91.5% | +87.2% |
| 1Y | +107.4% | +32.0% | +75.5% | +73.7% |
| 3Y | +223.1% | +110.9% | +112.1% | +97.8% |
| 5Y | +432.2% | +138.5% | +293.8% | +189.0% |
| 10Y | +743.6% | +302.3% | +441.3% | +258.3% |
| All | +743.6% | +299.9% | +443.7% | +258.3% |
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 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