+1,492.3%
CCEP vs WPM
+5,967.5%
-4,475.2%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.1% | -3.0% |
| 7D | -3.1% | +1.1% | -4.1% | -3.2% |
| 30D | -2.6% | +26.4% | -28.9% | -5.3% |
| 3M | +14.9% | +20.8% | -5.9% | +11.9% |
| 6M | +2.3% | +1.1% | +1.1% | +1.4% |
| YTD | +17.8% | +32.5% | -14.6% | +12.9% |
| 1Y | +24.2% | +51.5% | -27.3% | +16.7% |
| 3Y | +84.7% | +267.0% | -182.3% | +55.5% |
| 5Y | +103.2% | +250.1% | -146.9% | +70.0% |
| 10Y | +257.4% | +540.4% | -283.0% | +168.4% |
| All | +1,492.3% | +5,967.5% | -4,475.2% | +649.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling