+11.2%
RBRK vs CCEP
+18.3%
-7.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.6% |
| 7D | -7.5% | -2.8% | -4.7% | -9.0% |
| 30D | -10.4% | -4.0% | -6.4% | -12.4% |
| 3M | +21.3% | +5.2% | +16.1% | +25.4% |
| 6M | +50.6% | +2.7% | +47.9% | +54.6% |
| YTD | +13.3% | +14.5% | -1.2% | +26.2% |
| 1Y | +11.2% | +17.2% | -5.9% | +29.5% |
| All | +11.2% | +18.3% | -7.0% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 1y: compounded portfolio wealth divided by compounded CCEP 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…
1y analysis · Full analysis span regression · 6 months rolling