+267.7%
CCEP vs DBX
+15.6%
+252.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -0.9% |
| 7D | -0.3% | -6.3% | +6.0% | +0.6% |
| 30D | +11.0% | -5.9% | +16.8% | +11.8% |
| 3M | +9.2% | -0.4% | +9.6% | +9.0% |
| 6M | +27.2% | +29.8% | -2.6% | +21.9% |
| YTD | +30.3% | +20.5% | +9.8% | +25.7% |
| 1Y | +28.7% | +8.7% | +20.0% | +26.0% |
| 3Y | +109.4% | +25.9% | +83.5% | +96.4% |
| 5Y | +144.1% | +24.2% | +119.9% | +125.2% |
| All | +267.7% | +15.6% | +252.1% | +217.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling