+4,681.2%
DELL vs CCEP
+264.4%
+4,416.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.1% | +4.6% | +2.5% |
| 7D | +14.9% | -3.1% | +17.9% | +16.1% |
| 30D | +13.3% | -2.6% | +15.9% | +14.2% |
| 3M | +24.4% | +14.9% | +9.5% | +17.5% |
| 6M | +258.0% | +2.3% | +255.8% | +251.8% |
| YTD | +320.2% | +17.8% | +302.3% | +291.3% |
| 1Y | +319.1% | +24.2% | +294.8% | +281.0% |
| 3Y | +706.5% | +84.7% | +621.8% | +517.0% |
| 5Y | +1,071.9% | +103.2% | +968.7% | +744.7% |
| 10Y | +4,683.5% | +257.4% | +4,426.1% | +2,697.6% |
| All | +4,681.2% | +264.4% | +4,416.9% | +2,628.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling