+6,084.9%
RIO vs CCEP
+7,448.6%
-1,363.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +1.3% |
| 7D | 0.0% | -3.1% | +3.0% | +0.9% |
| 30D | +4.0% | -2.6% | +6.6% | +4.7% |
| 3M | +0.1% | +14.9% | -14.8% | -4.3% |
| 6M | +12.7% | +2.3% | +10.5% | +11.5% |
| YTD | +35.6% | +17.8% | +17.7% | +28.3% |
| 1Y | +73.7% | +24.2% | +49.5% | +61.4% |
| 3Y | +93.3% | +84.7% | +8.6% | +58.2% |
| 5Y | +92.4% | +103.2% | -10.8% | +51.1% |
| 10Y | +606.9% | +257.4% | +349.6% | +354.8% |
| All | +6,084.9% | +7,448.6% | -1,363.8% | +2,083.7% |
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