+203.9%
DOCN vs CCEP
+109.7%
+94.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.5% | +2.3% |
| 7D | -19.2% | +2.6% | -21.7% | -18.5% |
| 30D | -43.1% | +15.1% | -58.2% | -41.4% |
| 3M | -40.7% | +7.3% | -48.0% | -39.4% |
| 6M | -55.0% | +23.4% | -78.4% | -53.9% |
| YTD | +50.6% | +29.4% | +21.2% | +52.8% |
| 1Y | +54.0% | +34.2% | +19.7% | +55.3% |
| 3Y | +203.9% | +108.4% | +95.5% | +167.6% |
| All | +203.9% | +109.7% | +94.2% | +167.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling