+148.5%
VLO vs CCEP
+23.2%
+125.2%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.7% | +2.5% | +3.4% |
| 7D | +5.8% | -1.0% | +6.7% | +5.6% |
| 30D | +28.3% | -1.6% | +29.9% | +28.0% |
| 3M | +48.7% | +11.9% | +36.9% | +52.2% |
| 6M | +71.9% | +7.5% | +64.5% | +76.5% |
| YTD | +138.7% | +18.7% | +119.9% | +138.2% |
| 1Y | +148.5% | +21.4% | +127.1% | +147.3% |
| All | +148.5% | +23.2% | +125.2% | +147.3% |
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