+238.1%
CCEP vs DOV
+286.8%
-48.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.7% | -0.9% | -1.9% |
| 7D | -3.7% | +1.3% | -5.0% | -4.2% |
| 30D | -2.1% | -8.6% | +6.6% | +1.5% |
| 3M | +7.2% | -13.1% | +20.3% | +12.9% |
| 6M | +3.3% | -8.8% | +12.1% | +6.3% |
| YTD | +15.7% | -1.2% | +16.9% | +14.9% |
| 1Y | +16.6% | +10.7% | +5.9% | +9.8% |
| 3Y | +84.3% | +39.3% | +45.0% | +50.9% |
| 5Y | +109.0% | +16.4% | +92.6% | +83.3% |
| 10Y | +238.1% | +302.5% | -64.3% | +103.7% |
| All | +238.1% | +286.8% | -48.6% | +103.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 10y: compounded portfolio wealth divided by compounded DOV 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…
10y analysis · Full analysis span regression · 6 months rolling