+335.5%
CCEP vs DKS
+235.2%
+100.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.3% |
| 7D | +1.8% | +1.3% | +0.4% | +1.5% |
| 30D | +12.2% | +8.9% | +3.3% | +10.9% |
| 3M | +10.7% | -26.4% | +37.0% | +14.1% |
| 6M | +27.5% | -31.1% | +58.5% | +32.2% |
| YTD | +31.3% | -22.8% | +54.1% | +33.8% |
| 1Y | +29.9% | -29.5% | +59.4% | +33.9% |
| 3Y | +111.1% | +42.8% | +68.3% | +88.3% |
| 5Y | +142.3% | +29.2% | +113.2% | +111.5% |
| 10Y | +335.5% | +235.0% | +100.5% | +168.4% |
| All | +335.5% | +235.2% | +100.3% | +168.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling