+108.7%
CCEP vs RPRX
+74.2%
+34.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.3% | +6.0% | +1.9% |
| 7D | -1.0% | -2.8% | +1.8% | -0.4% |
| 30D | -1.6% | +7.2% | -8.8% | -3.2% |
| 3M | +11.9% | +10.9% | +1.0% | +9.0% |
| 6M | +7.5% | +34.6% | -27.1% | 0.0% |
| YTD | +18.7% | +59.0% | -40.2% | +6.4% |
| 1Y | +21.4% | +72.5% | -51.1% | +6.3% |
| 3Y | +89.1% | +124.1% | -35.0% | +53.9% |
| 5Y | +108.7% | +75.9% | +32.8% | +84.9% |
| All | +108.7% | +74.2% | +34.5% | +84.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling