-31.1%
DOCN vs CCEP
+157.0%
-188.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | +1.3% | -17.1% | -16.3% |
| 7D | -29.3% | +5.7% | -35.0% | -31.1% |
| 30D | -46.0% | +15.3% | -61.4% | -49.8% |
| 3M | -43.2% | +8.0% | -51.2% | -45.8% |
| 6M | -53.7% | +26.7% | -80.5% | -60.2% |
| YTD | +46.9% | +30.7% | +16.2% | +21.8% |
| 1Y | +54.3% | +36.5% | +17.8% | +23.9% |
| 3Y | +185.5% | +111.1% | +74.4% | +47.0% |
| 5Y | -31.1% | +149.7% | -180.8% | -71.1% |
| All | -31.1% | +157.0% | -188.1% | -71.1% |
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 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