+26.7%
CCEP vs DOCU
+63.4%
-36.6%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.2% | +1.3% |
| 7D | +5.7% | -3.2% | +8.9% | +5.7% |
| 30D | +15.3% | +15.7% | -0.4% | +15.5% |
| 3M | +8.0% | +37.3% | -29.3% | +8.2% |
| 6M | +26.7% | +63.1% | -36.4% | +25.0% |
| All | +26.7% | +63.4% | -36.6% | +25.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling