+336.9%
CCEP vs RRC
+71.8%
+265.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.7% |
| 7D | -0.3% | +2.5% | -2.8% | -0.5% |
| 30D | +11.0% | +21.1% | -10.2% | +9.4% |
| 3M | +9.2% | +28.4% | -19.2% | +7.3% |
| 6M | +27.2% | +26.5% | +0.7% | +24.9% |
| YTD | +30.3% | +47.0% | -16.7% | +26.5% |
| 1Y | +28.7% | +35.2% | -6.5% | +25.5% |
| 3Y | +109.4% | +61.0% | +48.4% | +100.3% |
| 5Y | +144.1% | +133.6% | +10.5% | +123.0% |
| All | +336.9% | +71.8% | +265.1% | +244.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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