+141.8%
CCEP vs RACE
+69.7%
+72.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.8% | +0.3% |
| 7D | +5.4% | +0.2% | +5.1% | +5.3% |
| 30D | +12.8% | +6.6% | +6.1% | +10.7% |
| 3M | +10.9% | +2.2% | +8.7% | +10.0% |
| 6M | +25.6% | +22.4% | +3.2% | +18.1% |
| YTD | +31.0% | +13.8% | +17.2% | +25.0% |
| 1Y | +32.3% | +2.2% | +30.0% | +30.2% |
| 3Y | +110.5% | +25.6% | +84.9% | +80.5% |
| 5Y | +141.8% | +71.0% | +70.8% | +60.1% |
| All | +141.8% | +69.7% | +72.1% | +60.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling