-29.6%
RIOT vs CCEP
+105.2%
-134.8%
-92.6%
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% | +0.7% |
| 7D | +18.4% | -3.7% | +22.1% | +21.2% |
| 30D | +13.8% | -2.1% | +15.8% | +14.8% |
| 3M | -12.7% | +7.2% | -19.9% | -17.9% |
| 6M | +50.1% | +3.3% | +46.9% | +44.8% |
| YTD | +74.2% | +15.7% | +58.5% | +54.2% |
| 1Y | +45.1% | +16.6% | +28.5% | +25.8% |
| 3Y | +101.6% | +84.3% | +17.3% | +4.6% |
| 5Y | -29.6% | +109.0% | -138.6% | -65.1% |
| All | -29.6% | +105.2% | -134.8% | -65.1% |
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