+107.2%
CCEP vs DOCU
-78.0%
+185.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.7% | -6.8% | -3.3% |
| 7D | -3.1% | +6.9% | -10.0% | -3.5% |
| 30D | -2.6% | +19.0% | -21.6% | -3.8% |
| 3M | +14.9% | +34.3% | -19.4% | +12.4% |
| 6M | +2.3% | +48.0% | -45.8% | -1.0% |
| YTD | +17.8% | 0.0% | +17.8% | +17.4% |
| 1Y | +24.2% | -10.3% | +34.5% | +24.5% |
| 3Y | +84.7% | +32.4% | +52.3% | +74.0% |
| All | +107.2% | -78.0% | +185.2% | +94.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling