+1,955.6%
CCEP vs WTW
+1,102.0%
+853.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -2.8% | -5.7% | +2.9% | -0.8% |
| 30D | -4.0% | -7.3% | +3.2% | -1.5% |
| 3M | +5.2% | +21.5% | -16.3% | -1.9% |
| 6M | +2.7% | +9.6% | -6.9% | -1.4% |
| YTD | +14.5% | -3.3% | +17.8% | +14.2% |
| 1Y | +17.2% | -6.1% | +23.3% | +17.9% |
| 3Y | +79.3% | +61.8% | +17.5% | +45.9% |
| 5Y | +106.8% | +42.7% | +64.1% | +74.9% |
| 10Y | +234.7% | +197.2% | +37.5% | +115.7% |
| All | +1,955.6% | +1,102.0% | +853.6% | +952.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling