+21.4%
CCEP vs DAR
+108.5%
-87.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.9% | -2.2% | +0.8% |
| 7D | -1.0% | -0.9% | -0.1% | -1.0% |
| 30D | -1.6% | +13.0% | -14.6% | -1.6% |
| 3M | +11.9% | +15.0% | -3.1% | +11.6% |
| 6M | +7.5% | +26.8% | -19.4% | +6.4% |
| YTD | +18.7% | +86.4% | -67.7% | +15.6% |
| 1Y | +21.4% | +115.1% | -93.7% | +17.4% |
| All | +21.4% | +108.5% | -87.1% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 1y: compounded portfolio wealth divided by compounded DAR 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…
1y analysis · Full analysis span regression · 6 months rolling