+241.0%
CCEP vs RVTY
+140.1%
+100.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.2% | +1.2% |
| 7D | -1.0% | +0.4% | -1.4% | -1.1% |
| 30D | -1.6% | +10.8% | -12.4% | -3.8% |
| 3M | +11.9% | +26.8% | -14.9% | +6.0% |
| 6M | +7.5% | +39.3% | -31.9% | -0.8% |
| YTD | +18.7% | +31.6% | -12.9% | +10.5% |
| 1Y | +21.4% | +47.7% | -26.3% | +9.5% |
| 3Y | +89.1% | +19.9% | +69.2% | +73.6% |
| 5Y | +108.7% | -32.3% | +141.1% | +120.9% |
| 10Y | +241.0% | +138.4% | +102.5% | +140.3% |
| All | +241.0% | +140.1% | +100.9% | +140.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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