+241.0%
CCEP vs WING
+341.7%
-100.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -1.0% | -0.1% | -0.8% | -1.0% |
| 30D | -1.6% | -6.0% | +4.4% | -1.1% |
| 3M | +11.9% | -23.5% | +35.3% | +14.5% |
| 6M | +7.5% | -52.0% | +59.4% | +14.8% |
| YTD | +18.7% | -53.8% | +72.5% | +26.6% |
| 1Y | +21.4% | -63.8% | +85.2% | +32.4% |
| 3Y | +89.1% | -30.8% | +119.9% | +83.8% |
| 5Y | +108.7% | -34.3% | +143.0% | +96.6% |
| 10Y | +241.0% | +352.4% | -111.4% | +151.3% |
| All | +241.0% | +341.7% | -100.8% | +151.3% |
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