+138.5%
CCEP vs DOV
+30.7%
+107.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.5% | -3.3% | -0.2% |
| 7D | +1.7% | -1.4% | +3.0% | +2.0% |
| 30D | +12.7% | +12.8% | -0.1% | +8.5% |
| 3M | +8.5% | +1.1% | +7.4% | +7.9% |
| 6M | +25.6% | -2.6% | +28.2% | +25.8% |
| YTD | +30.9% | +9.9% | +21.0% | +25.9% |
| 1Y | +32.0% | +19.3% | +12.6% | +23.4% |
| 3Y | +110.9% | +68.4% | +42.6% | +63.1% |
| 5Y | +138.5% | +29.1% | +109.3% | +110.1% |
| All | +138.5% | +30.7% | +107.7% | +110.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling