+55.8%
DOCS vs CCEP
+111.8%
-56.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.5% | -4.4% |
| 7D | -1.3% | +5.7% | -7.1% | -1.9% |
| 30D | +19.4% | +15.3% | +4.1% | +17.7% |
| 3M | +53.4% | +8.0% | +45.4% | +52.0% |
| 6M | +28.8% | +26.7% | +2.0% | +26.8% |
| YTD | -25.1% | +30.7% | -55.8% | -26.8% |
| 1Y | -48.1% | +36.5% | -84.7% | -49.6% |
| All | +55.8% | +111.8% | -56.1% | +36.1% |
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