+89.1%
CCEP vs DKS
+28.7%
+60.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.9% | +5.6% | +0.9% |
| 7D | -1.0% | -0.4% | -0.5% | -1.0% |
| 30D | -1.6% | -36.6% | +35.0% | 0.0% |
| 3M | +11.9% | -37.6% | +49.5% | +13.8% |
| 6M | +7.5% | -32.1% | +39.5% | +8.9% |
| YTD | +18.7% | -32.3% | +51.1% | +20.3% |
| 1Y | +21.4% | -39.5% | +60.9% | +23.4% |
| 3Y | +89.1% | +27.7% | +61.4% | +66.4% |
| All | +89.1% | +28.7% | +60.4% | +66.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling