+148.2%
CCEP vs WING
+4.1%
+144.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.8% |
| 7D | +2.6% | +9.0% | -6.5% | +1.7% |
| 30D | +15.1% | +39.9% | -24.8% | +11.3% |
| 3M | +7.3% | +40.4% | -33.1% | +3.4% |
| 6M | +23.4% | +12.9% | +10.5% | +21.0% |
| YTD | +29.4% | -31.1% | +60.5% | +31.9% |
| 1Y | +34.2% | -32.7% | +66.9% | +37.1% |
| 3Y | +108.4% | -19.8% | +128.2% | +96.3% |
| All | +148.2% | +4.1% | +144.1% | +107.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling