+237.4%
CCEP vs DOCU
+80.0%
+157.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -0.9% |
| YTD | +17.8% | 0.0% | +17.8% | +17.2% |
| 1Y | +24.2% | -10.3% | +34.5% | +24.3% |
| 3Y | +84.7% | +32.4% | +52.3% | +75.6% |
| 5Y | +103.2% | -77.9% | +181.1% | +106.5% |
| All | +237.4% | +80.0% | +157.4% | +169.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling