+259.6%
CCEP vs RPRX
+79.7%
+179.9%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.5% |
| 7D | -0.3% | +2.1% | -2.4% | -0.7% |
| 30D | +11.0% | +21.9% | -11.0% | +7.0% |
| 3M | +9.2% | +16.9% | -7.7% | +6.0% |
| 6M | +27.2% | +34.5% | -7.4% | +20.1% |
| YTD | +30.3% | +80.9% | -50.7% | +16.3% |
| 1Y | +28.7% | +77.6% | -48.9% | +15.2% |
| 3Y | +109.4% | +173.5% | -64.1% | +71.2% |
| 5Y | +144.1% | +84.9% | +59.2% | +114.7% |
| All | +259.6% | +79.7% | +179.9% | +216.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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