+11,714.6%
DLTR vs CCEP
+5,938.1%
+5,776.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.4% | -3.7% | -2.6% |
| 7D | +5.3% | +2.1% | +3.2% | +4.8% |
| 30D | +13.4% | +10.6% | +2.8% | +10.9% |
| 3M | +6.6% | +10.3% | -3.7% | +4.3% |
| 6M | +59.1% | +31.1% | +28.0% | +49.6% |
| YTD | +12.3% | +32.1% | -19.9% | +5.3% |
| 1Y | +33.9% | +32.8% | +1.0% | +25.4% |
| 3Y | +23.0% | +111.3% | -88.3% | +2.9% |
| 5Y | +22.1% | +147.5% | -125.4% | -2.1% |
| 10Y | +77.5% | +338.1% | -260.6% | +22.5% |
| All | +11,714.6% | +5,938.1% | +5,776.5% | +5,165.9% |
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