+32.2%
CCEP vs CDW
+16.9%
+15.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.8% | -3.7% | +1.3% |
| 7D | +1.7% | +9.3% | -7.7% | +1.8% |
| 30D | +12.7% | +15.8% | -3.1% | +13.1% |
| 3M | +8.5% | +21.8% | -13.3% | +9.2% |
| 6M | +25.6% | +58.8% | -33.2% | +27.2% |
| YTD | +30.9% | +22.8% | +8.1% | +31.2% |
| All | +32.2% | +16.9% | +15.3% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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