+3,313.5%
DELL vs CCEP
+306.1%
+3,007.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.3% | +11.5% | +11.7% |
| 7D | +0.4% | +1.8% | -1.4% | -0.2% |
| 30D | -35.1% | +12.2% | -47.3% | -37.9% |
| 3M | -15.1% | +10.7% | -25.8% | -18.6% |
| 6M | +51.7% | +27.5% | +24.2% | +37.0% |
| YTD | +200.0% | +31.3% | +168.6% | +167.4% |
| 1Y | +172.1% | +29.9% | +142.2% | +143.5% |
| 3Y | +431.2% | +111.1% | +320.1% | +285.4% |
| 5Y | +633.1% | +142.3% | +490.8% | +393.9% |
| 10Y | +2,886.3% | +335.5% | +2,550.9% | +1,525.8% |
| All | +3,313.5% | +306.1% | +3,007.4% | +1,764.3% |
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