+238.1%
CCEP vs WPM
+523.6%
-285.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.6% | -2.7% |
| 7D | -3.7% | +3.9% | -7.6% | -4.0% |
| 30D | -2.1% | +17.7% | -19.8% | -3.6% |
| 3M | +7.2% | +39.4% | -32.3% | +3.6% |
| 6M | +3.3% | +6.4% | -3.1% | +2.2% |
| YTD | +15.7% | +34.0% | -18.3% | +11.6% |
| 1Y | +16.6% | +50.5% | -34.0% | +10.9% |
| 3Y | +84.3% | +280.3% | -196.0% | +59.9% |
| 5Y | +109.0% | +266.3% | -157.3% | +79.5% |
| 10Y | +238.1% | +550.8% | -312.6% | +185.4% |
| All | +238.1% | +523.6% | -285.5% | +185.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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