+302.3%
CCEP vs WCC
+492.1%
-189.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +8.1% | -7.0% | -0.1% |
| 7D | +1.7% | -5.7% | +7.3% | +2.2% |
| 30D | +12.7% | -13.5% | +26.2% | +14.7% |
| 3M | +8.5% | -12.9% | +21.4% | +9.9% |
| 6M | +25.6% | -10.7% | +36.2% | +25.7% |
| YTD | +30.9% | +30.0% | +0.9% | +21.6% |
| 1Y | +32.0% | +24.7% | +7.3% | +23.3% |
| 3Y | +110.9% | +136.6% | -25.6% | +64.5% |
| 5Y | +138.5% | +143.9% | -5.4% | +76.5% |
| 10Y | +302.3% | +465.9% | -163.6% | +143.9% |
| All | +302.3% | +492.1% | -189.7% | +143.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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