+110.9%
CCEP vs DOV
+67.7%
+43.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.5% | -3.3% | +0.5% |
| 7D | +1.7% | -1.4% | +3.0% | +1.8% |
| 30D | +12.7% | +12.8% | -0.1% | +10.5% |
| 3M | +8.5% | +1.1% | +7.4% | +8.2% |
| 6M | +25.6% | -2.6% | +28.2% | +25.7% |
| YTD | +30.9% | +9.9% | +21.0% | +28.7% |
| 1Y | +32.0% | +19.3% | +12.6% | +28.1% |
| 3Y | +110.9% | +68.4% | +42.6% | +91.8% |
| All | +110.9% | +67.7% | +43.2% | +91.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling