+938.9%
VLO vs CCEP
+237.8%
+701.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.2% | +2.9% |
| 7D | +6.2% | -3.7% | +9.9% | +8.2% |
| 30D | +23.5% | -2.1% | +25.6% | +24.7% |
| 3M | +53.9% | +7.2% | +46.7% | +47.7% |
| 6M | +81.7% | +3.3% | +78.4% | +75.9% |
| YTD | +142.5% | +15.7% | +126.8% | +119.1% |
| 1Y | +145.4% | +16.6% | +128.9% | +120.0% |
| 3Y | +197.3% | +84.3% | +113.1% | +96.9% |
| 5Y | +614.6% | +109.0% | +505.6% | +318.9% |
| 10Y | +938.9% | +238.1% | +700.7% | +365.9% |
| All | +938.9% | +237.8% | +701.1% | +365.9% |
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 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