+302.3%
CCEP vs RVTY
+217.6%
+84.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.6% | -2.4% | +0.5% |
| 7D | +1.7% | +6.0% | -4.4% | +0.3% |
| 30D | +12.7% | +4.3% | +8.4% | +11.4% |
| 3M | +8.5% | +40.2% | -31.7% | +0.5% |
| 6M | +25.6% | +59.3% | -33.7% | +12.7% |
| YTD | +30.9% | +66.5% | -35.6% | +15.4% |
| 1Y | +32.0% | +77.5% | -45.5% | +14.5% |
| 3Y | +110.9% | +92.5% | +18.5% | +72.7% |
| 5Y | +138.5% | -6.8% | +145.3% | +133.6% |
| 10Y | +302.3% | +225.4% | +76.9% | +170.2% |
| All | +302.3% | +217.6% | +84.7% | +170.2% |
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