+633.1%
DELL vs CCEP
+140.5%
+492.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.3% | +11.5% | +11.7% |
| 7D | +0.4% | +1.8% | -1.4% | 0.0% |
| 30D | -35.1% | +12.2% | -47.3% | -37.0% |
| 3M | -15.1% | +10.7% | -25.8% | -17.4% |
| 6M | +51.7% | +27.5% | +24.2% | +40.1% |
| YTD | +200.0% | +31.3% | +168.6% | +174.0% |
| 1Y | +172.1% | +29.9% | +142.2% | +149.5% |
| 3Y | +431.2% | +111.1% | +320.1% | +283.1% |
| 5Y | +633.1% | +142.3% | +490.8% | +371.4% |
| All | +633.1% | +140.5% | +492.6% | +371.4% |
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 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