+26.9%
CCEP vs DOCU
+67.3%
-40.4%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.7% | +3.8% |
| 7D | +4.2% | -3.7% | +8.0% | +4.3% |
| 30D | +14.2% | +15.0% | -0.8% | +14.3% |
| 3M | +9.1% | +39.9% | -30.8% | +9.3% |
| 6M | +26.9% | +66.2% | -39.3% | +24.9% |
| All | +26.9% | +67.3% | -40.4% | +24.9% |
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