+4,856.9%
CCEP vs WAB
+4,092.2%
+764.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.3% |
| 7D | -3.1% | -3.2% | +0.1% | -2.4% |
| 30D | -2.6% | -4.4% | +1.8% | -1.7% |
| 3M | +14.9% | +7.9% | +7.1% | +12.6% |
| 6M | +2.3% | +8.7% | -6.4% | -0.1% |
| YTD | +17.8% | +33.0% | -15.1% | +10.0% |
| 1Y | +24.2% | +46.7% | -22.4% | +13.2% |
| 3Y | +84.7% | +153.0% | -68.3% | +47.1% |
| 5Y | +103.2% | +222.3% | -119.1% | +52.5% |
| 10Y | +257.4% | +291.0% | -33.6% | +146.3% |
| All | +4,856.9% | +4,092.2% | +764.7% | +2,104.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 all: compounded portfolio wealth divided by compounded WAB 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…
all analysis · Full analysis span regression · 6 months rolling