+241.0%
CCEP vs RCAT
-98.4%
+339.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.9% | -3.1% | +0.7% |
| 7D | -1.0% | +5.4% | -6.4% | -1.0% |
| 30D | -1.6% | -5.6% | +4.0% | -1.6% |
| 3M | +11.9% | -30.2% | +42.1% | +12.1% |
| 6M | +7.5% | -43.4% | +50.8% | +7.7% |
| YTD | +18.7% | +9.6% | +9.1% | +18.3% |
| 1Y | +21.4% | -2.0% | +23.4% | +20.8% |
| 3Y | +89.1% | +825.0% | -735.9% | +83.3% |
| 5Y | +108.7% | +199.8% | -91.1% | +102.9% |
| 10Y | +241.0% | -98.4% | +339.4% | +201.4% |
| All | +241.0% | -98.4% | +339.4% | +201.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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