+107.2%
CCEP vs DRI
+72.9%
+34.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -3.0% |
| 7D | -3.1% | +0.6% | -3.6% | -3.2% |
| 30D | -2.6% | +3.8% | -6.4% | -3.7% |
| 3M | +14.9% | +13.0% | +1.9% | +10.8% |
| 6M | +2.3% | +8.3% | -6.1% | -0.5% |
| YTD | +17.8% | +20.6% | -2.8% | +11.0% |
| 1Y | +24.2% | +6.5% | +17.8% | +21.1% |
| 3Y | +84.7% | +53.7% | +31.0% | +54.7% |
| All | +107.2% | +72.9% | +34.3% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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