+476.6%
DINO vs CCEP
+239.6%
+237.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +1.0% |
| 7D | +2.0% | -3.7% | +5.6% | +3.7% |
| 30D | +27.7% | -2.1% | +29.8% | +28.8% |
| 3M | +56.3% | +7.2% | +49.1% | +50.9% |
| 6M | +107.6% | +3.3% | +104.3% | +102.0% |
| YTD | +140.2% | +15.7% | +124.5% | +119.9% |
| 1Y | +113.0% | +16.6% | +96.4% | +93.5% |
| 3Y | +100.1% | +84.3% | +15.8% | +39.6% |
| 5Y | +328.7% | +109.0% | +219.7% | +168.7% |
| All | +476.6% | +239.6% | +237.0% | +191.0% |
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