+273.8%
RTX vs CCEP
+299.9%
-26.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.2% | +2.4% | +3.1% |
| 7D | -3.2% | +1.7% | -4.8% | -4.0% |
| 30D | +5.6% | +12.7% | -7.1% | +0.3% |
| 3M | -11.7% | +8.5% | -20.2% | -14.9% |
| 6M | +12.3% | +25.6% | -13.2% | +1.3% |
| YTD | +8.2% | +30.9% | -22.7% | -4.7% |
| 1Y | +12.6% | +32.0% | -19.4% | -1.3% |
| 3Y | +152.8% | +110.9% | +41.9% | +74.9% |
| 5Y | +140.2% | +138.5% | +1.7% | +52.0% |
| 10Y | +273.8% | +302.3% | -28.5% | +89.5% |
| All | +273.8% | +299.9% | -26.1% | +89.5% |
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