+109.0%
CCEP vs DKS
+15.5%
+93.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.3% | -2.6% |
| 7D | -3.7% | -2.9% | -0.8% | -3.4% |
| 30D | -2.1% | -37.7% | +35.6% | +1.7% |
| 3M | +7.2% | -38.9% | +46.1% | +11.5% |
| 6M | +3.3% | -31.1% | +34.4% | +6.0% |
| YTD | +15.7% | -31.8% | +47.5% | +18.7% |
| 1Y | +16.6% | -38.0% | +54.6% | +20.5% |
| 3Y | +84.3% | +28.6% | +55.6% | +66.4% |
| 5Y | +109.0% | +12.5% | +96.5% | +81.5% |
| All | +109.0% | +15.5% | +93.5% | +81.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling