+195.5%
VLO vs CCEP
+86.4%
+109.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +0.1% |
| 7D | +5.2% | -3.1% | +8.3% | +5.3% |
| 30D | +22.6% | -2.6% | +25.2% | +22.7% |
| 3M | +43.8% | +14.9% | +28.8% | +42.8% |
| 6M | +65.7% | +2.3% | +63.5% | +66.6% |
| YTD | +131.1% | +17.8% | +113.3% | +126.1% |
| 1Y | +143.6% | +24.2% | +119.4% | +135.9% |
| All | +195.5% | +86.4% | +109.1% | +155.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling