+68.1%
RIO vs CCEP
+16.3%
+51.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.9% | -3.3% | -4.1% |
| 7D | -3.4% | -5.7% | +2.4% | -3.0% |
| 30D | +0.6% | -3.4% | +4.0% | +0.8% |
| 3M | +2.5% | +5.5% | -3.0% | +1.8% |
| 6M | +10.8% | +2.2% | +8.6% | +9.2% |
| YTD | +30.5% | +14.6% | +15.8% | +33.6% |
| 1Y | +68.1% | +18.9% | +49.2% | +73.8% |
| All | +68.1% | +16.3% | +51.8% | +73.8% |
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