+59.9%
RIG vs CCEP
+105.2%
-45.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.4% |
| 7D | -8.2% | -3.7% | -4.5% | -7.5% |
| 30D | -0.2% | -2.1% | +1.9% | +0.2% |
| 3M | -2.7% | +7.2% | -9.9% | -4.7% |
| 6M | -7.5% | +3.3% | -10.7% | -8.7% |
| YTD | +38.3% | +15.7% | +22.6% | +32.5% |
| 1Y | +81.8% | +16.6% | +65.3% | +73.4% |
| 3Y | -30.2% | +84.3% | -114.5% | -43.9% |
| 5Y | +59.9% | +109.0% | -49.1% | +32.0% |
| All | +59.9% | +105.2% | -45.3% | +32.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling