+148.3%
CCEP vs RACE
+64.4%
+83.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | 0.0% | +1.0% |
| 7D | +2.1% | -1.2% | +3.3% | +2.4% |
| 30D | +10.6% | +6.1% | +4.4% | +8.8% |
| 3M | +10.3% | -0.3% | +10.6% | +10.2% |
| 6M | +31.1% | +23.4% | +7.7% | +22.9% |
| YTD | +32.1% | +12.5% | +19.6% | +26.5% |
| 1Y | +32.8% | -0.5% | +33.3% | +31.8% |
| 3Y | +111.3% | +23.6% | +87.7% | +82.1% |
| All | +148.3% | +64.4% | +83.9% | +66.8% |
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