+119.7%
DVN vs CCEP
+107.6%
+12.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.6% | +3.8% | +1.7% |
| 7D | -0.1% | -3.7% | +3.6% | +0.6% |
| 30D | +8.0% | -2.1% | +10.1% | +8.3% |
| 3M | +11.9% | +7.2% | +4.8% | +9.7% |
| 6M | +10.6% | +3.3% | +7.4% | +9.2% |
| YTD | +35.4% | +15.7% | +19.7% | +28.9% |
| 1Y | +46.5% | +16.6% | +29.9% | +38.9% |
| 3Y | +3.0% | +84.3% | -81.3% | -16.0% |
| All | +119.7% | +107.6% | +12.1% | +76.0% |
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