+3,832.3%
CCEP vs RY
+11,573.6%
-7,741.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.8% |
| 7D | -3.1% | +3.1% | -6.2% | -4.3% |
| 30D | -2.6% | -0.3% | -2.3% | -2.5% |
| 3M | +14.9% | +8.7% | +6.3% | +10.7% |
| 6M | +2.3% | +28.5% | -26.3% | -8.3% |
| YTD | +17.8% | +25.1% | -7.3% | +6.7% |
| 1Y | +24.2% | +46.3% | -22.1% | +5.0% |
| 3Y | +84.7% | +154.9% | -70.2% | +21.6% |
| 5Y | +103.2% | +140.3% | -37.1% | +36.9% |
| 10Y | +257.4% | +377.0% | -119.7% | +82.1% |
| All | +3,832.3% | +11,573.6% | -7,741.3% | +707.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling