+393.1%
DXCM vs CCEP
+342.1%
+51.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.3% | +0.5% |
| 7D | -9.2% | +1.8% | -10.9% | -9.6% |
| 30D | -6.5% | +12.2% | -18.7% | -9.3% |
| 3M | -10.3% | +10.7% | -20.9% | -12.7% |
| 6M | +35.4% | +27.5% | +7.9% | +26.5% |
| YTD | +21.1% | +31.3% | -10.3% | +11.9% |
| 1Y | +38.2% | +29.9% | +8.3% | +28.1% |
| 3Y | -14.6% | +111.1% | -125.7% | -32.2% |
| 5Y | -49.6% | +142.3% | -191.9% | -61.9% |
| 10Y | +393.1% | +335.5% | +57.6% | +270.1% |
| All | +393.1% | +342.1% | +51.0% | +270.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling