+54,893.9%
DHR vs CCEP
+6,869.6%
+48,024.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -0.9% |
| 7D | -3.9% | -3.1% | -0.8% | -3.2% |
| 30D | +4.0% | -2.6% | +6.6% | +4.6% |
| 3M | +11.5% | +14.9% | -3.4% | +7.8% |
| 6M | +1.9% | +2.3% | -0.4% | +1.0% |
| YTD | -8.9% | +17.8% | -26.8% | -12.8% |
| 1Y | +5.1% | +24.2% | -19.1% | -0.7% |
| 3Y | -10.3% | +84.7% | -95.0% | -23.1% |
| 5Y | -27.8% | +103.2% | -131.0% | -40.0% |
| 10Y | +203.6% | +257.4% | -53.7% | +115.1% |
| All | +54,893.9% | +6,869.6% | +48,024.2% | +18,071.4% |
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 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