+290.2%
CCEP vs RACE
+647.6%
-357.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.9% | -1.2% | -2.6% |
| 7D | -3.1% | -2.5% | -0.5% | -2.4% |
| 30D | -2.6% | +0.8% | -3.4% | -2.9% |
| 3M | +14.9% | +17.2% | -2.2% | +9.6% |
| 6M | +2.3% | +13.6% | -11.3% | -2.0% |
| YTD | +17.8% | +12.2% | +5.6% | +12.9% |
| 1Y | +24.2% | -16.3% | +40.5% | +28.6% |
| 3Y | +84.7% | +36.4% | +48.3% | +59.8% |
| 5Y | +103.2% | +95.0% | +8.2% | +53.7% |
| 10Y | +257.4% | +813.2% | -555.9% | +88.8% |
| All | +290.2% | +647.6% | -357.4% | +99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling