+298.6%
CCEP vs DOC
+14.9%
+283.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.4% |
| 7D | +5.7% | +6.2% | -0.5% | +3.2% |
| 30D | +15.3% | +6.5% | +8.9% | +12.4% |
| 3M | +8.0% | -6.2% | +14.3% | +10.7% |
| 6M | +26.7% | +25.6% | +1.1% | +14.5% |
| YTD | +30.7% | +32.1% | -1.4% | +15.2% |
| 1Y | +36.5% | +20.3% | +16.3% | +25.0% |
| 3Y | +111.1% | +42.7% | +68.4% | +74.3% |
| 5Y | +149.7% | -22.2% | +171.9% | +168.9% |
| All | +298.6% | +14.9% | +283.7% | +256.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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