+61.0%
RSP vs CCEP
+109.7%
-48.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.2% |
| 7D | -1.0% | +2.6% | -3.6% | -1.6% |
| 30D | +2.6% | +15.1% | -12.6% | -0.6% |
| 3M | -0.8% | +7.3% | -8.1% | -2.4% |
| 6M | +6.3% | +23.4% | -17.1% | +1.1% |
| YTD | +14.1% | +29.4% | -15.3% | +7.1% |
| 1Y | +18.0% | +34.2% | -16.2% | +9.6% |
| 3Y | +61.0% | +108.4% | -47.3% | +33.5% |
| All | +61.0% | +109.7% | -48.7% | +33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling