+63.2%
DHI vs CCEP
+107.2%
-43.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -3.4% | -2.8% | -0.6% | -2.0% |
| 30D | -5.4% | -4.0% | -1.4% | -3.5% |
| 3M | -10.4% | +5.2% | -15.6% | -13.2% |
| 6M | -2.8% | +2.7% | -5.5% | -4.7% |
| YTD | -3.4% | +14.5% | -17.9% | -10.8% |
| 1Y | -22.9% | +17.2% | -40.1% | -29.6% |
| 3Y | +20.7% | +79.3% | -58.6% | -14.8% |
| All | +63.2% | +107.2% | -43.9% | +3.3% |
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 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