+4,988.9%
RIO vs CCEP
+8,313.0%
-3,324.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | +0.5% | +1.8% | -1.3% | 0.0% |
| 30D | -9.9% | +12.2% | -22.1% | -13.1% |
| 3M | -14.0% | +10.7% | -24.7% | -16.8% |
| 6M | -19.5% | +27.5% | -47.0% | -25.6% |
| YTD | +11.5% | +31.3% | -19.8% | +2.0% |
| 1Y | +26.9% | +29.9% | -3.0% | +16.4% |
| 3Y | +55.1% | +111.1% | -56.0% | +21.8% |
| 5Y | +90.7% | +142.3% | -51.7% | +42.0% |
| 10Y | +363.3% | +335.5% | +27.9% | +181.6% |
| All | +4,988.9% | +8,313.0% | -3,324.1% | +1,636.1% |
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 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