+98.9%
RIO vs CCEP
+149.0%
-50.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.2% | +2.0% | +2.8% |
| 7D | +4.4% | +1.7% | +2.8% | +3.9% |
| 30D | -8.9% | +12.7% | -21.6% | -12.1% |
| 3M | -12.7% | +8.5% | -21.2% | -15.0% |
| 6M | -16.2% | +25.6% | -41.8% | -22.4% |
| YTD | +13.4% | +30.9% | -17.5% | +3.5% |
| 1Y | +30.9% | +32.0% | -1.1% | +19.1% |
| 3Y | +60.2% | +110.9% | -50.8% | +20.5% |
| 5Y | +98.9% | +138.5% | -39.5% | +41.1% |
| All | +98.9% | +149.0% | -50.1% | +41.1% |
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