+5,578.7%
RCL vs CCEP
+9,104.9%
-3,526.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.1% | -3.6% |
| 7D | -0.2% | -0.3% | +0.1% | -0.1% |
| 30D | +14.4% | +11.0% | +3.4% | +8.9% |
| 3M | +5.2% | +9.2% | -4.0% | +0.7% |
| 6M | +26.1% | +27.2% | -1.0% | +12.0% |
| YTD | +17.4% | +30.3% | -12.9% | +2.9% |
| 1Y | +24.7% | +28.7% | -4.0% | +10.0% |
| 3Y | +250.9% | +109.4% | +141.5% | +142.3% |
| 5Y | +293.8% | +144.1% | +149.8% | +154.8% |
| 10Y | +342.4% | +332.0% | +10.4% | +133.9% |
| All | +5,578.7% | +9,104.9% | -3,526.2% | +1,356.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling