+175.6%
RCL vs CCEP
+85.5%
+90.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.8% |
| 7D | -5.1% | -3.1% | -2.0% | -4.2% |
| 30D | -19.0% | -2.6% | -16.4% | -18.4% |
| 3M | -9.6% | +14.9% | -24.5% | -13.3% |
| 6M | -6.7% | +2.3% | -9.0% | -7.7% |
| YTD | -3.9% | +17.8% | -21.8% | -8.3% |
| 1Y | -25.1% | +24.2% | -49.3% | -29.5% |
| All | +175.6% | +85.5% | +90.1% | +105.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling