+147.4%
RTX vs CCEP
+147.2%
+0.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.2% |
| 7D | +4.8% | +2.1% | +2.7% | +4.3% |
| 30D | +6.5% | +10.6% | -4.1% | +4.1% |
| 3M | -9.6% | +10.3% | -20.0% | -11.7% |
| 6M | +12.3% | +31.1% | -18.8% | +5.4% |
| YTD | +9.5% | +32.1% | -22.7% | +2.3% |
| 1Y | +15.8% | +32.8% | -17.0% | +8.1% |
| 3Y | +157.0% | +111.3% | +45.7% | +110.1% |
| All | +147.4% | +147.2% | +0.2% | +89.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling