+107.0%
CCEP vs WTW
+42.3%
+64.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.1% |
| 7D | -5.7% | -7.8% | +2.0% | -3.2% |
| 30D | -3.4% | -7.9% | +4.5% | -0.8% |
| 3M | +5.5% | +19.9% | -14.4% | -0.7% |
| 6M | +2.2% | +9.8% | -7.6% | -1.6% |
| YTD | +14.6% | -3.3% | +18.0% | +14.7% |
| 1Y | +18.9% | -3.3% | +22.2% | +18.8% |
| 3Y | +82.6% | +61.5% | +21.1% | +41.7% |
| 5Y | +107.0% | +42.6% | +64.4% | +61.8% |
| All | +107.0% | +42.3% | +64.7% | +61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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