+8.9%
DOCS vs CCEP
+85.5%
-76.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -2.5% |
| 7D | -1.4% | -3.1% | +1.6% | -1.1% |
| 30D | +21.8% | -2.6% | +24.4% | +22.1% |
| 3M | +27.3% | +14.9% | +12.4% | +26.5% |
| 6M | -0.3% | +2.3% | -2.6% | -0.8% |
| YTD | -40.5% | +17.8% | -58.3% | -41.4% |
| 1Y | -61.5% | +24.2% | -85.8% | -62.5% |
| All | +8.9% | +85.5% | -76.6% | -8.1% |
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 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