+652.2%
RGTI vs CCEP
+82.4%
+569.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | +0.5% | -2.8% | +3.3% | +1.4% |
| 30D | -17.1% | -4.0% | -13.1% | -16.1% |
| 3M | -26.0% | +5.2% | -31.2% | -28.0% |
| 6M | -9.9% | +2.7% | -12.6% | -11.5% |
| YTD | -31.1% | +14.5% | -45.6% | -36.2% |
| 1Y | -8.5% | +17.2% | -25.7% | -17.9% |
| 3Y | +652.2% | +79.3% | +572.9% | +251.9% |
| All | +652.2% | +82.4% | +569.8% | +251.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling