+547.3%
RKLB vs CCEP
+182.8%
+364.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.6% | -1.7% | -3.2% |
| 7D | 0.0% | -3.7% | +3.6% | +1.4% |
| 30D | -21.2% | -2.1% | -19.1% | -20.7% |
| 3M | -41.7% | +7.2% | -48.9% | -44.0% |
| 6M | -11.8% | +3.3% | -15.0% | -13.8% |
| YTD | -9.6% | +15.7% | -25.3% | -16.5% |
| 1Y | +34.1% | +16.6% | +17.5% | +22.5% |
| 3Y | +917.3% | +84.3% | +833.0% | +604.2% |
| 5Y | +204.4% | +109.0% | +95.4% | +91.4% |
| All | +547.3% | +182.8% | +364.5% | +255.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling