+11,144.7%
DLTR vs CCEP
+5,285.7%
+5,859.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +1.0% |
| 7D | +2.5% | -3.1% | +5.5% | +3.2% |
| 30D | +2.1% | -2.6% | +4.7% | +2.7% |
| 3M | +20.3% | +14.9% | +5.3% | +16.5% |
| 6M | +11.5% | +2.3% | +9.3% | +10.8% |
| YTD | +6.8% | +17.8% | -11.0% | +2.7% |
| 1Y | +31.1% | +24.2% | +6.9% | +24.5% |
| 3Y | +10.7% | +84.7% | -74.0% | -4.6% |
| 5Y | +41.6% | +103.2% | -61.6% | +18.4% |
| 10Y | +58.1% | +257.4% | -199.2% | +13.8% |
| All | +11,144.7% | +5,285.7% | +5,859.0% | +5,039.1% |
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