+89.1%
CCEP vs WCN
+19.6%
+69.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.8% | +1.0% |
| 7D | -1.0% | -0.4% | -0.5% | -0.9% |
| 30D | -1.6% | -2.1% | +0.5% | -1.1% |
| 3M | +11.9% | +6.4% | +5.5% | +9.8% |
| 6M | +7.5% | -3.7% | +11.1% | +8.3% |
| YTD | +18.7% | -6.4% | +25.1% | +20.5% |
| 1Y | +21.4% | -7.9% | +29.3% | +23.9% |
| 3Y | +89.1% | +20.8% | +68.3% | +86.1% |
| All | +89.1% | +19.6% | +69.5% | +86.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling