+336.9%
CCEP vs WING
+620.6%
-283.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.5% | +3.7% | -0.3% |
| 7D | -0.3% | -3.9% | +3.6% | +0.1% |
| 30D | +11.0% | +26.6% | -15.7% | +8.2% |
| 3M | +9.2% | +42.5% | -33.3% | +4.8% |
| 6M | +27.2% | +29.4% | -2.2% | +22.8% |
| YTD | +30.3% | -32.8% | +63.1% | +33.3% |
| 1Y | +28.7% | -33.5% | +62.1% | +31.6% |
| 3Y | +109.4% | -23.4% | +132.8% | +102.6% |
| 5Y | +144.1% | -0.4% | +144.5% | +119.9% |
| All | +336.9% | +620.6% | -283.6% | +207.6% |
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