+348.4%
RKLB vs CCEP
+143.8%
+204.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.9% |
| 7D | +39.3% | -0.3% | +39.6% | +39.4% |
| 30D | -0.2% | +11.0% | -11.2% | -4.6% |
| 3M | -21.1% | +9.2% | -30.3% | -24.3% |
| 6M | -45.5% | +27.2% | -72.7% | -51.6% |
| YTD | -8.2% | +30.3% | -38.5% | -19.7% |
| 1Y | +28.2% | +28.7% | -0.5% | +12.5% |
| 3Y | +1,366.1% | +109.4% | +1,256.7% | +821.6% |
| All | +348.4% | +143.8% | +204.6% | +145.0% |
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