+3,922.7%
DELL vs CCEP
+236.5%
+3,686.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.4% | -5.0% |
| 7D | -1.9% | -5.7% | +3.9% | 0.0% |
| 30D | +14.9% | -3.4% | +18.3% | +16.1% |
| 3M | +37.2% | +5.5% | +31.7% | +33.8% |
| 6M | +254.0% | +2.2% | +251.8% | +247.7% |
| YTD | +306.1% | +14.6% | +291.5% | +282.1% |
| 1Y | +312.3% | +18.9% | +293.4% | +281.3% |
| 3Y | +654.0% | +82.6% | +571.4% | +480.2% |
| 5Y | +1,055.3% | +107.0% | +948.4% | +729.4% |
| All | +3,922.7% | +236.5% | +3,686.2% | +2,344.6% |
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