+213.4%
RSP vs CCEP
+301.0%
-87.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | 0.0% |
| 7D | -1.0% | +2.6% | -3.6% | -2.0% |
| 30D | +2.6% | +15.1% | -12.6% | -2.9% |
| 3M | -0.8% | +7.3% | -8.1% | -3.7% |
| 6M | +6.3% | +23.4% | -17.1% | -2.6% |
| YTD | +14.1% | +29.4% | -15.3% | +2.3% |
| 1Y | +18.0% | +34.2% | -16.2% | +4.2% |
| 3Y | +61.0% | +108.4% | -47.3% | +17.2% |
| 5Y | +45.6% | +147.3% | -101.7% | -3.0% |
| All | +213.4% | +301.0% | -87.6% | +80.6% |
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