+148.2%
CCEP vs RY
+122.0%
+26.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.4% |
| 7D | +2.6% | -0.9% | +3.5% | +3.0% |
| 30D | +15.1% | +5.9% | +9.3% | +11.9% |
| 3M | +7.3% | -4.3% | +11.5% | +9.4% |
| 6M | +23.4% | +12.1% | +11.3% | +16.3% |
| YTD | +29.4% | +20.3% | +9.1% | +17.5% |
| 1Y | +34.2% | +41.0% | -6.8% | +12.3% |
| 3Y | +108.4% | +157.5% | -49.2% | +21.5% |
| All | +148.2% | +122.0% | +26.2% | +57.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling