+16.6%
CCEP vs DKS
-40.1%
+56.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.3% | -2.6% |
| 7D | -3.7% | -2.9% | -0.8% | -3.5% |
| 30D | -2.1% | -37.7% | +35.6% | +0.5% |
| 3M | +7.2% | -38.9% | +46.1% | +10.2% |
| 6M | +3.3% | -31.1% | +34.4% | +5.2% |
| YTD | +15.7% | -31.8% | +47.5% | +18.0% |
| 1Y | +16.6% | -38.0% | +54.6% | +19.1% |
| All | +16.6% | -40.1% | +56.7% | +19.1% |
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