+358.3%
DELL vs CCEP
+18.3%
+340.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.1% | +12.1% | +11.9% |
| 7D | +8.2% | -2.8% | +11.1% | +7.4% |
| 30D | +17.1% | -4.0% | +21.1% | +15.8% |
| 3M | +45.2% | +5.2% | +40.0% | +46.4% |
| 6M | +286.8% | +2.7% | +284.1% | +293.6% |
| YTD | +354.8% | +14.5% | +340.3% | +385.4% |
| 1Y | +358.3% | +17.2% | +341.1% | +406.8% |
| All | +358.3% | +18.3% | +340.0% | +406.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling