+292.2%
RCL vs CCEP
+147.2%
+145.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | -0.4% |
| 7D | -1.2% | +2.1% | -3.3% | -2.4% |
| 30D | +17.8% | +10.6% | +7.3% | +11.0% |
| 3M | +4.9% | +10.3% | -5.4% | -1.3% |
| 6M | +23.7% | +31.1% | -7.4% | +4.1% |
| YTD | +17.8% | +32.1% | -14.3% | -1.8% |
| 1Y | +28.9% | +32.8% | -3.9% | +7.1% |
| 3Y | +241.9% | +111.3% | +130.5% | +89.5% |
| All | +292.2% | +147.2% | +145.0% | +86.0% |
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