+341.1%
CCEP vs RY
+354.4%
-13.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +0.8% |
| 7D | +5.4% | -0.6% | +6.0% | +5.7% |
| 30D | +12.8% | +6.1% | +6.6% | +8.7% |
| 3M | +10.9% | -3.4% | +14.2% | +12.9% |
| 6M | +25.6% | +12.8% | +12.8% | +16.1% |
| YTD | +31.0% | +21.0% | +10.0% | +15.7% |
| 1Y | +32.3% | +40.5% | -8.2% | +6.3% |
| 3Y | +110.5% | +159.9% | -49.4% | +10.9% |
| 5Y | +141.8% | +125.0% | +16.8% | +39.0% |
| 10Y | +341.1% | +350.6% | -9.4% | +76.4% |
| All | +341.1% | +354.4% | -13.2% | +76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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