+755.9%
DE vs CCEP
+342.6%
+413.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -1.3% |
| 7D | +0.3% | +2.1% | -1.8% | -0.5% |
| 30D | +3.6% | +10.6% | -7.0% | -0.4% |
| 3M | +10.2% | +10.3% | -0.1% | +6.0% |
| 6M | +16.6% | +31.1% | -14.5% | +4.6% |
| YTD | +45.8% | +32.1% | +13.7% | +30.1% |
| 1Y | +43.9% | +32.8% | +11.1% | +28.1% |
| 3Y | +89.6% | +111.3% | -21.7% | +38.9% |
| 5Y | +100.3% | +147.5% | -47.2% | +35.1% |
| All | +755.9% | +342.6% | +413.3% | +395.0% |
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 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