+169.3%
RTX vs CCEP
+105.1%
+64.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | 0.0% |
| 7D | -5.2% | -3.1% | -2.1% | -4.5% |
| 30D | -9.4% | -2.6% | -6.8% | -8.9% |
| 3M | +12.3% | +14.9% | -2.6% | +8.7% |
| 6M | -3.1% | +2.3% | -5.4% | -3.9% |
| YTD | +10.7% | +17.8% | -7.2% | +6.2% |
| 1Y | +28.4% | +24.2% | +4.2% | +21.5% |
| 3Y | +147.1% | +84.7% | +62.3% | +108.9% |
| All | +169.3% | +105.1% | +64.2% | +115.8% |
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