+854.6%
DE vs CCEP
+236.5%
+618.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.4% |
| 7D | -2.4% | -5.7% | +3.4% | -0.3% |
| 30D | +9.7% | -3.4% | +13.1% | +11.0% |
| 3M | +21.4% | +5.5% | +15.9% | +18.6% |
| 6M | +15.0% | +2.2% | +12.8% | +13.5% |
| YTD | +46.4% | +14.6% | +31.8% | +38.2% |
| 1Y | +45.6% | +18.9% | +26.7% | +35.2% |
| 3Y | +76.8% | +82.6% | -5.8% | +37.6% |
| 5Y | +99.4% | +107.0% | -7.6% | +44.9% |
| All | +854.6% | +236.5% | +618.1% | +517.2% |
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