+261.1%
RCL vs CCEP
+148.1%
+113.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.4% | +1.9% |
| 7D | +6.5% | +2.6% | +3.9% | +5.0% |
| 30D | +15.9% | +15.1% | +0.7% | +6.6% |
| 3M | +2.7% | +7.3% | -4.6% | -1.7% |
| 6M | +15.2% | +23.4% | -8.2% | +0.8% |
| YTD | +19.2% | +29.4% | -10.2% | +0.9% |
| 1Y | +31.6% | +34.2% | -2.6% | +8.8% |
| 3Y | +274.2% | +108.4% | +165.8% | +111.6% |
| All | +261.1% | +148.1% | +113.0% | +71.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling