+448.0%
RSG vs CCEP
+342.6%
+105.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.4% |
| 7D | +2.5% | +2.1% | +0.4% | +1.8% |
| 30D | +12.7% | +10.6% | +2.1% | +9.3% |
| 3M | +17.9% | +10.3% | +7.6% | +14.3% |
| 6M | +25.0% | +31.1% | -6.1% | +14.8% |
| YTD | +20.8% | +32.1% | -11.3% | +10.2% |
| 1Y | +24.3% | +32.8% | -8.6% | +13.1% |
| 3Y | +65.3% | +111.3% | -46.1% | +29.2% |
| 5Y | +99.1% | +147.5% | -48.5% | +45.7% |
| All | +448.0% | +342.6% | +105.4% | +248.5% |
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