+53.9%
RGTI vs CCEP
+116.6%
-62.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.6% | -1.0% | -2.5% |
| 7D | +2.5% | -3.7% | +6.2% | +4.1% |
| 30D | -13.7% | -2.1% | -11.6% | -13.0% |
| 3M | -22.6% | +7.2% | -29.8% | -25.5% |
| 6M | -13.4% | +3.3% | -16.7% | -15.5% |
| YTD | -31.2% | +15.7% | -46.9% | -36.9% |
| 1Y | -7.6% | +16.6% | -24.2% | -16.5% |
| 3Y | +669.7% | +84.3% | +585.4% | +424.6% |
| 5Y | +57.0% | +109.0% | -52.0% | -6.7% |
| All | +53.9% | +116.6% | -62.6% | -8.6% |
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