+230.1%
CCEP vs DKS
+203.5%
+26.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.3% |
| 7D | -2.8% | -3.0% | +0.1% | -2.5% |
| 30D | -4.0% | -33.4% | +29.3% | +0.4% |
| 3M | +5.2% | -39.4% | +44.6% | +11.3% |
| 6M | +2.7% | -30.1% | +32.8% | +6.3% |
| YTD | +14.5% | -31.0% | +45.5% | +18.6% |
| 1Y | +17.2% | -40.2% | +57.3% | +23.4% |
| 3Y | +79.3% | +30.9% | +48.4% | +61.8% |
| 5Y | +106.8% | +14.0% | +92.7% | +83.5% |
| All | +230.1% | +203.5% | +26.6% | +111.4% |
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