+694.6%
DELL vs CCEP
+89.4%
+605.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.1% | +1.8% |
| 7D | +25.6% | -1.0% | +26.6% | +25.6% |
| 30D | +17.7% | -1.6% | +19.3% | +17.7% |
| 3M | +33.4% | +11.9% | +21.6% | +31.9% |
| 6M | +266.2% | +7.5% | +258.8% | +264.7% |
| YTD | +328.0% | +18.7% | +309.3% | +321.3% |
| 1Y | +339.6% | +21.4% | +318.2% | +330.7% |
| 3Y | +694.6% | +89.1% | +605.5% | +567.0% |
| All | +694.6% | +89.4% | +605.2% | +567.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling