+8.4%
DXCM vs CCEP
+23.2%
-14.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.7% | -4.6% | -3.9% |
| 7D | -6.2% | -1.0% | -5.2% | -6.1% |
| 30D | -0.3% | -1.6% | +1.3% | -0.1% |
| 3M | +10.3% | +11.9% | -1.5% | +8.2% |
| 6M | +24.1% | +7.5% | +16.7% | +20.4% |
| YTD | +27.4% | +18.7% | +8.6% | +29.1% |
| 1Y | +8.4% | +21.4% | -13.0% | +10.9% |
| All | +8.4% | +23.2% | -14.9% | +10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling