+351.3%
DAL vs CCEP
+1,426.4%
-1,075.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.1% | +4.9% | +3.7% |
| 7D | +0.1% | -3.1% | +3.2% | +1.9% |
| 30D | -13.9% | -2.6% | -11.3% | -12.6% |
| 3M | +1.1% | +14.9% | -13.9% | -7.5% |
| 6M | +26.2% | +2.3% | +24.0% | +23.8% |
| YTD | +16.4% | +17.8% | -1.4% | +4.2% |
| 1Y | +33.9% | +24.2% | +9.6% | +15.4% |
| 3Y | +93.4% | +84.7% | +8.7% | +26.1% |
| 5Y | +106.4% | +103.2% | +3.2% | +25.0% |
| 10Y | +143.0% | +257.4% | -114.4% | -0.1% |
| All | +351.3% | +1,426.4% | -1,075.2% | -31.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling