-8.5%
RGTI vs CCEP
+18.3%
-26.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | +0.5% | -2.8% | +3.3% | -0.7% |
| 30D | -17.1% | -4.0% | -13.1% | -18.4% |
| 3M | -26.0% | +5.2% | -31.2% | -23.9% |
| 6M | -9.9% | +2.7% | -12.6% | -10.2% |
| YTD | -31.1% | +14.5% | -45.6% | -20.1% |
| 1Y | -8.5% | +17.2% | -25.7% | +10.4% |
| All | -8.5% | +18.3% | -26.8% | +10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling