+219.3%
CCEP vs RPRX
+57.8%
+161.4%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -3.7% | -4.0% | +0.3% | -3.0% |
| 30D | -2.1% | +4.9% | -7.0% | -3.0% |
| 3M | +7.2% | +9.4% | -2.2% | +5.2% |
| 6M | +3.3% | +33.3% | -30.0% | -2.4% |
| YTD | +15.7% | +59.0% | -43.3% | +5.8% |
| 1Y | +16.6% | +69.2% | -52.7% | +5.1% |
| 3Y | +84.3% | +124.1% | -39.8% | +56.3% |
| 5Y | +109.0% | +77.9% | +31.2% | +86.1% |
| All | +219.3% | +57.8% | +161.4% | +188.0% |
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