+312.3%
DELL vs CCEP
+16.3%
+296.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.4% | -5.6% |
| 7D | -1.9% | -5.7% | +3.9% | -3.5% |
| 30D | +14.9% | -3.4% | +18.3% | +13.9% |
| 3M | +37.2% | +5.5% | +31.7% | +38.5% |
| 6M | +254.0% | +2.2% | +251.8% | +260.3% |
| YTD | +306.1% | +14.6% | +291.5% | +333.1% |
| 1Y | +312.3% | +18.9% | +293.4% | +357.4% |
| All | +312.3% | +16.3% | +296.0% | +357.4% |
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