+36.8%
CCEP vs DOCU
+11.6%
+25.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.7% | +3.8% |
| 7D | +4.2% | -3.7% | +8.0% | +4.1% |
| 30D | +14.2% | +15.0% | -0.8% | +14.7% |
| 3M | +9.1% | +39.9% | -30.8% | +10.5% |
| 6M | +26.9% | +66.2% | -39.3% | +28.8% |
| YTD | +29.1% | +17.7% | +11.4% | +32.5% |
| 1Y | +36.8% | +13.7% | +23.1% | +40.8% |
| All | +36.8% | +11.6% | +25.2% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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