+1,106.2%
DELL vs CCEP
+105.2%
+1,000.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.8% | +0.9% |
| 7D | +8.7% | -3.7% | +12.4% | +9.8% |
| 30D | +16.9% | -2.1% | +19.0% | +17.5% |
| 3M | +40.4% | +7.2% | +33.3% | +36.6% |
| 6M | +267.1% | +3.3% | +263.8% | +260.8% |
| YTD | +329.1% | +15.7% | +313.4% | +304.9% |
| 1Y | +346.9% | +16.6% | +330.4% | +319.3% |
| 3Y | +696.6% | +84.3% | +612.4% | +497.5% |
| 5Y | +1,106.2% | +109.0% | +997.2% | +716.9% |
| All | +1,106.2% | +105.2% | +1,000.9% | +716.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling