+108.7%
CCEP vs WPM
+261.1%
-152.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.7% | +0.7% |
| 7D | -1.0% | +7.0% | -8.0% | -1.8% |
| 30D | -1.6% | +15.7% | -17.3% | -3.4% |
| 3M | +11.9% | +35.2% | -23.3% | +7.4% |
| 6M | +7.5% | +6.1% | +1.4% | +6.1% |
| YTD | +18.7% | +32.6% | -13.8% | +13.1% |
| 1Y | +21.4% | +46.9% | -25.5% | +13.4% |
| 3Y | +89.1% | +276.3% | -187.2% | +51.5% |
| 5Y | +108.7% | +260.0% | -151.3% | +54.3% |
| All | +108.7% | +261.1% | -152.4% | +54.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling