+104.3%
DAL vs CCEP
+342.6%
-238.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -1.2% |
| 7D | -1.1% | +2.1% | -3.2% | -2.3% |
| 30D | +12.8% | +10.6% | +2.3% | +6.1% |
| 3M | -5.3% | +10.3% | -15.6% | -11.1% |
| 6M | +22.4% | +31.1% | -8.7% | +3.1% |
| YTD | +25.6% | +32.1% | -6.5% | +4.7% |
| 1Y | +45.5% | +32.8% | +12.7% | +20.8% |
| 3Y | +161.0% | +111.3% | +49.6% | +53.7% |
| 5Y | +112.2% | +147.5% | -35.3% | +10.4% |
| All | +104.3% | +342.6% | -238.2% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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