+16.6%
CCEP vs DBX
+12.9%
+3.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.3% | -4.9% | -2.7% |
| 7D | -3.7% | +0.3% | -3.9% | -3.7% |
| 30D | -2.1% | 0.0% | -2.1% | -2.1% |
| 3M | +7.2% | +26.1% | -18.9% | +5.7% |
| 6M | +3.3% | +29.4% | -26.1% | +2.3% |
| YTD | +15.7% | +24.4% | -8.7% | +15.6% |
| 1Y | +16.6% | +10.9% | +5.7% | +16.2% |
| All | +16.6% | +12.9% | +3.7% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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