+60.1%
DOCN vs CCEP
+105.1%
-45.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.1% | +5.9% | +4.3% |
| 7D | +1.1% | -3.1% | +4.2% | +2.6% |
| 30D | -9.6% | -2.6% | -7.0% | -8.9% |
| 3M | -37.7% | +14.9% | -52.6% | -43.3% |
| 6M | +115.2% | +2.3% | +113.0% | +108.3% |
| YTD | +133.7% | +17.8% | +115.9% | +105.5% |
| 1Y | +250.2% | +24.2% | +225.9% | +194.6% |
| 3Y | +320.3% | +84.7% | +235.6% | +140.3% |
| All | +60.1% | +105.1% | -45.1% | -11.4% |
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