+35,889.1%
VLO vs CCEP
+6,869.6%
+29,019.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +0.9% |
| 7D | +5.2% | -3.1% | +8.3% | +6.2% |
| 30D | +22.6% | -2.6% | +25.2% | +23.5% |
| 3M | +43.8% | +14.9% | +28.8% | +37.5% |
| 6M | +65.7% | +2.3% | +63.5% | +63.3% |
| YTD | +131.1% | +17.8% | +113.3% | +117.4% |
| 1Y | +143.6% | +24.2% | +119.4% | +125.1% |
| 3Y | +201.4% | +84.7% | +116.7% | +143.3% |
| 5Y | +568.9% | +103.2% | +465.7% | +415.7% |
| 10Y | +891.8% | +257.4% | +634.4% | +552.3% |
| All | +35,889.1% | +6,869.6% | +29,019.4% | +12,207.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling