+111.3%
CCEP vs RY
+160.3%
-48.9%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.5% |
| 7D | +2.1% | +0.6% | +1.5% | +1.9% |
| 30D | +10.6% | +5.0% | +5.5% | +8.8% |
| 3M | +10.3% | -5.3% | +15.6% | +12.2% |
| 6M | +31.1% | +13.8% | +17.3% | +25.4% |
| YTD | +32.1% | +21.0% | +11.2% | +23.7% |
| 1Y | +32.8% | +40.5% | -7.7% | +18.4% |
| 3Y | +111.3% | +159.7% | -48.3% | +56.7% |
| All | +111.3% | +160.3% | -48.9% | +56.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling