+29.8%
DLTR vs CCEP
+105.2%
-75.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.6% | -2.0% | -3.7% |
| 7D | -10.2% | -3.7% | -6.6% | -9.2% |
| 30D | -8.5% | -2.1% | -6.4% | -7.9% |
| 3M | +5.6% | +7.2% | -1.6% | +3.3% |
| 6M | +2.2% | +3.3% | -1.1% | +1.1% |
| YTD | -3.8% | +15.7% | -19.4% | -8.1% |
| 1Y | +22.9% | +16.6% | +6.4% | +17.0% |
| 3Y | +2.0% | +84.3% | -82.2% | -18.6% |
| 5Y | +29.8% | +109.0% | -79.2% | -3.6% |
| All | +29.8% | +105.2% | -75.4% | -3.6% |
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