+269.6%
CCEP vs DOCU
+111.8%
+157.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.7% | +3.8% |
| 7D | +4.2% | -3.7% | +8.0% | +4.5% |
| 30D | +14.2% | +15.0% | -0.8% | +13.1% |
| 3M | +9.1% | +39.9% | -30.8% | +6.6% |
| 6M | +26.9% | +66.2% | -39.3% | +22.1% |
| YTD | +29.1% | +17.7% | +11.4% | +27.0% |
| 1Y | +36.8% | +13.7% | +23.1% | +34.8% |
| 3Y | +108.5% | +95.9% | +12.6% | +92.3% |
| 5Y | +155.8% | -71.7% | +227.5% | +155.7% |
| All | +269.6% | +111.8% | +157.7% | +191.4% |
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