+84.2%
DOCN vs CCEP
+170.7%
-86.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.2% | +6.9% | +7.6% |
| 7D | -12.8% | +1.7% | -14.4% | -13.5% |
| 30D | -41.9% | +12.7% | -54.6% | -45.1% |
| 3M | -36.9% | +8.5% | -45.4% | -39.7% |
| 6M | -52.2% | +25.6% | -77.8% | -58.1% |
| YTD | +62.7% | +30.9% | +31.8% | +37.7% |
| 1Y | +58.2% | +32.0% | +26.3% | +33.0% |
| 3Y | +219.5% | +110.9% | +108.5% | +81.5% |
| 5Y | -32.9% | +138.5% | -171.3% | -67.6% |
| All | +84.2% | +170.7% | -86.5% | -6.8% |
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