+207.9%
ROL vs CCEP
+244.1%
-36.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.3% | -2.7% |
| 7D | -3.4% | -1.0% | -2.5% | -3.2% |
| 30D | -6.9% | -1.6% | -5.3% | -6.6% |
| 3M | -24.6% | +11.9% | -36.5% | -26.8% |
| 6M | -39.5% | +7.5% | -47.0% | -40.8% |
| YTD | -41.1% | +18.7% | -59.8% | -43.8% |
| 1Y | -37.9% | +21.4% | -59.3% | -41.2% |
| 3Y | +0.8% | +89.1% | -88.3% | -14.9% |
| 5Y | -4.7% | +108.7% | -113.4% | -22.3% |
| 10Y | +207.9% | +241.0% | -33.1% | +128.5% |
| All | +207.9% | +244.1% | -36.2% | +128.5% |
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