+335.5%
CCEP vs WPM
+659.5%
-324.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.0% | +0.3% |
| 7D | +1.8% | +3.1% | -1.4% | +1.5% |
| 30D | +12.2% | -1.8% | +14.0% | +12.2% |
| 3M | +10.7% | +1.0% | +9.7% | +10.2% |
| 6M | +27.5% | -5.4% | +32.9% | +27.4% |
| YTD | +31.3% | +15.9% | +15.5% | +28.4% |
| 1Y | +29.9% | +30.8% | -0.9% | +25.5% |
| 3Y | +111.1% | +222.6% | -111.6% | +88.2% |
| 5Y | +142.3% | +227.4% | -85.0% | +113.1% |
| 10Y | +335.5% | +757.8% | -422.3% | +266.1% |
| All | +335.5% | +659.5% | -324.0% | +266.1% |
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