+110.4%
CCEP vs RACE
+30.0%
+80.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.6% | +1.6% |
| 7D | +5.7% | +5.7% | +0.1% | +4.8% |
| 30D | +15.3% | +9.3% | +6.0% | +13.7% |
| 3M | +8.0% | +3.8% | +4.2% | +7.3% |
| 6M | +26.7% | +29.8% | -3.1% | +21.5% |
| YTD | +30.7% | +15.6% | +15.1% | +27.0% |
| 1Y | +36.5% | +5.1% | +31.5% | +34.5% |
| All | +110.4% | +30.0% | +80.4% | +100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling