+36.8%
CCEP vs DKS
-29.5%
+66.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +7.7% | -3.9% | +3.1% |
| 7D | +4.2% | +8.4% | -4.2% | +3.5% |
| 30D | +14.2% | +7.7% | +6.5% | +13.4% |
| 3M | +9.1% | -25.8% | +34.9% | +10.8% |
| 6M | +26.9% | -31.0% | +57.9% | +29.5% |
| YTD | +29.1% | -23.8% | +52.9% | +30.6% |
| 1Y | +36.8% | -29.8% | +66.6% | +39.4% |
| All | +36.8% | -29.5% | +66.3% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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