+324.6%
DINO vs CCEP
+108.6%
+216.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.0% | +2.6% |
| 7D | +4.2% | -1.0% | +5.2% | +4.3% |
| 30D | +33.9% | -1.6% | +35.5% | +34.2% |
| 3M | +50.5% | +11.9% | +38.7% | +47.5% |
| 6M | +95.2% | +7.5% | +87.7% | +92.2% |
| YTD | +140.6% | +18.7% | +121.8% | +130.4% |
| 1Y | +119.0% | +21.4% | +97.6% | +108.3% |
| 3Y | +100.4% | +89.1% | +11.3% | +67.8% |
| 5Y | +324.6% | +108.7% | +215.9% | +255.4% |
| All | +324.6% | +108.6% | +216.0% | +255.4% |
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 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