+302.3%
CCEP vs RACE
+738.3%
-436.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +1.0% |
| 7D | +1.7% | +3.9% | -2.3% | +0.4% |
| 30D | +12.7% | +7.4% | +5.3% | +10.3% |
| 3M | +8.5% | +1.6% | +6.9% | +7.7% |
| 6M | +25.6% | +23.3% | +2.2% | +17.1% |
| YTD | +30.9% | +14.7% | +16.3% | +24.1% |
| 1Y | +32.0% | +2.5% | +29.4% | +29.4% |
| 3Y | +110.9% | +28.0% | +83.0% | +83.8% |
| 5Y | +138.5% | +69.8% | +68.7% | +82.1% |
| 10Y | +302.3% | +734.9% | -432.6% | +69.7% |
| All | +302.3% | +738.3% | -436.0% | +69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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