+1,660.5%
CCEP vs WPM
+5,060.0%
-3,399.5%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.0% | -0.5% |
| 7D | -0.3% | -0.5% | +0.2% | -0.3% |
| 30D | +11.0% | -3.1% | +14.1% | +11.1% |
| 3M | +9.2% | -2.2% | +11.4% | +9.0% |
| 6M | +27.2% | -7.4% | +34.6% | +27.2% |
| YTD | +30.3% | +12.6% | +17.7% | +26.7% |
| 1Y | +28.7% | +22.8% | +5.8% | +23.8% |
| 3Y | +109.4% | +213.6% | -104.2% | +79.0% |
| 5Y | +144.1% | +211.2% | -67.1% | +106.5% |
| 10Y | +332.0% | +733.9% | -401.9% | +213.6% |
| All | +1,660.5% | +5,060.0% | -3,399.5% | +741.9% |
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