+343.1%
CCEP vs WCN
+322.1%
+21.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +2.1% | +2.6% | -0.5% | +0.9% |
| 30D | +10.6% | +23.9% | -13.4% | -0.3% |
| 3M | +10.3% | +17.4% | -7.1% | +2.0% |
| 6M | +31.1% | +28.0% | +3.1% | +15.8% |
| YTD | +32.1% | +11.6% | +20.6% | +23.8% |
| 1Y | +32.8% | +16.9% | +16.0% | +21.4% |
| 3Y | +111.3% | +51.6% | +59.7% | +65.7% |
| 5Y | +147.5% | +48.0% | +99.5% | +93.0% |
| All | +343.1% | +322.1% | +21.0% | +124.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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