+294.7%
CCEP vs RY
+360.6%
-65.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.2% |
| 7D | +2.6% | -0.9% | +3.5% | +3.1% |
| 30D | +15.1% | +5.9% | +9.3% | +11.1% |
| 3M | +7.3% | -4.3% | +11.5% | +9.9% |
| 6M | +23.4% | +12.1% | +11.3% | +14.6% |
| YTD | +29.4% | +20.3% | +9.1% | +14.7% |
| 1Y | +34.2% | +41.0% | -6.8% | +7.7% |
| 3Y | +108.4% | +157.5% | -49.2% | +10.6% |
| 5Y | +147.3% | +123.2% | +24.1% | +43.2% |
| All | +294.7% | +360.6% | -65.9% | +63.8% |
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