+61,491.1%
DHR vs CCEP
+7,605.8%
+53,885.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.2% |
| 7D | +2.6% | -0.3% | +2.9% | +2.6% |
| 30D | +4.2% | +11.0% | -6.8% | +1.5% |
| 3M | +13.0% | +9.2% | +3.8% | +10.4% |
| 6M | +40.2% | +27.2% | +13.0% | +32.0% |
| YTD | +2.0% | +30.3% | -28.3% | -4.8% |
| 1Y | +6.6% | +28.7% | -22.1% | -0.2% |
| 3Y | +19.9% | +109.4% | -89.5% | -0.2% |
| 5Y | -11.7% | +144.1% | -155.8% | -29.7% |
| 10Y | +240.6% | +332.0% | -91.5% | +131.1% |
| All | +61,491.1% | +7,605.8% | +53,885.3% | +19,739.2% |
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