+603.6%
RVMD vs CCEP
+132.5%
+471.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.7% |
| 7D | -3.6% | -5.7% | +2.2% | -1.3% |
| 30D | -1.1% | -3.4% | +2.3% | +0.1% |
| 3M | +41.0% | +5.5% | +35.5% | +37.2% |
| 6M | +105.7% | +2.2% | +103.5% | +101.9% |
| YTD | +155.3% | +14.6% | +140.7% | +138.3% |
| 1Y | +402.7% | +18.9% | +383.8% | +360.7% |
| 3Y | +533.1% | +82.6% | +450.5% | +373.3% |
| 5Y | +583.5% | +107.0% | +476.5% | +376.4% |
| All | +603.6% | +132.5% | +471.1% | +394.7% |
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