+2.0%
RDW vs CCEP
+144.4%
-142.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | +0.9% | -2.8% | +3.7% | +1.7% |
| 30D | -21.3% | -4.0% | -17.2% | -20.4% |
| 3M | -37.9% | +5.2% | -43.1% | -39.4% |
| 6M | +12.3% | +2.7% | +9.6% | +10.2% |
| YTD | +39.7% | +14.5% | +25.2% | +31.1% |
| 1Y | +25.7% | +17.2% | +8.5% | +16.3% |
| 3Y | +230.8% | +79.3% | +151.5% | +149.5% |
| 5Y | -8.8% | +106.8% | -115.5% | -38.2% |
| All | +2.0% | +144.4% | -142.3% | -36.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling