+235.3%
DIA vs CCEP
+336.4%
-101.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.1% |
| 7D | +1.6% | -0.3% | +1.9% | +1.7% |
| 30D | +1.2% | +11.0% | -9.7% | -2.5% |
| 3M | -2.4% | +9.2% | -11.6% | -5.6% |
| 6M | +5.7% | +27.2% | -21.5% | -3.6% |
| YTD | +9.9% | +30.3% | -20.4% | -1.0% |
| 1Y | +9.8% | +28.7% | -18.9% | -0.7% |
| 3Y | +59.8% | +109.4% | -49.6% | +18.6% |
| 5Y | +57.7% | +144.1% | -86.4% | +8.3% |
| All | +235.3% | +336.4% | -101.2% | +97.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling