+7,646.6%
CCEP vs DOV
+6,579.3%
+1,067.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.2% |
| 7D | +5.4% | -0.7% | +6.1% | +5.5% |
| 30D | +12.8% | +12.3% | +0.5% | +8.2% |
| 3M | +10.9% | +1.2% | +9.7% | +10.1% |
| 6M | +25.6% | -3.1% | +28.7% | +26.1% |
| YTD | +31.0% | +9.4% | +21.6% | +25.7% |
| 1Y | +32.3% | +17.6% | +14.6% | +23.7% |
| 3Y | +110.5% | +66.5% | +44.0% | +70.3% |
| 5Y | +141.8% | +29.0% | +112.8% | +111.8% |
| 10Y | +341.1% | +329.8% | +11.3% | +154.7% |
| All | +7,646.6% | +6,579.3% | +1,067.3% | +1,455.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling