+1,109.4%
CCEP vs WCC
+1,536.7%
-427.4%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | +5.4% | -9.9% | +15.3% | +6.7% |
| 30D | +12.8% | -13.4% | +26.2% | +14.6% |
| 3M | +10.9% | -13.5% | +24.3% | +12.3% |
| 6M | +25.6% | -10.6% | +36.2% | +25.8% |
| YTD | +31.0% | +30.1% | +0.9% | +23.0% |
| 1Y | +32.3% | +22.3% | +9.9% | +25.3% |
| 3Y | +110.5% | +130.3% | -19.8% | +73.6% |
| 5Y | +141.8% | +144.5% | -2.7% | +92.2% |
| 10Y | +341.1% | +431.8% | -90.7% | +190.5% |
| All | +1,109.4% | +1,536.7% | -427.4% | +516.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling