+302.3%
CCEP vs WING
+742.9%
-440.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +8.4% | -7.2% | +0.3% |
| 7D | +1.7% | +8.6% | -6.9% | +0.8% |
| 30D | +12.7% | +44.8% | -32.1% | +8.4% |
| 3M | +8.5% | +51.9% | -43.4% | +3.5% |
| 6M | +25.6% | +37.2% | -11.7% | +20.5% |
| YTD | +30.9% | -25.3% | +56.2% | +32.5% |
| 1Y | +32.0% | -25.1% | +57.1% | +33.4% |
| 3Y | +110.9% | -12.9% | +123.8% | +101.2% |
| 5Y | +138.5% | +12.0% | +126.5% | +112.2% |
| 10Y | +302.3% | +716.5% | -414.2% | +165.6% |
| All | +302.3% | +742.9% | -440.6% | +165.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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