+114.2%
DAL vs CCEP
+149.0%
-34.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.2% | +4.1% | +4.7% |
| 7D | +10.0% | +1.7% | +8.4% | +9.2% |
| 30D | +12.0% | +12.7% | -0.7% | +5.5% |
| 3M | +0.8% | +8.5% | -7.7% | -3.4% |
| 6M | +26.2% | +25.6% | +0.6% | +12.0% |
| YTD | +33.7% | +30.9% | +2.8% | +15.6% |
| 1Y | +57.6% | +32.0% | +25.6% | +35.6% |
| 3Y | +183.5% | +110.9% | +72.5% | +71.7% |
| 5Y | +114.2% | +138.5% | -24.3% | +15.0% |
| All | +114.2% | +149.0% | -34.8% | +15.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling