+270.5%
CCEP vs DOCU
+104.2%
+166.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.9% |
| 7D | +2.6% | -5.5% | +8.1% | +3.0% |
| 30D | +15.1% | +12.6% | +2.5% | +14.2% |
| 3M | +7.3% | +36.4% | -29.1% | +4.9% |
| 6M | +23.4% | +66.8% | -43.4% | +18.8% |
| YTD | +29.4% | +13.5% | +15.9% | +27.6% |
| 1Y | +34.2% | +11.3% | +22.9% | +32.4% |
| 3Y | +108.4% | +92.1% | +16.3% | +92.4% |
| 5Y | +147.3% | -71.0% | +218.2% | +146.9% |
| All | +270.5% | +104.2% | +166.3% | +192.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling