+36.8%
CCEP vs WU
-18.0%
+54.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +5.4% | -1.6% | +3.3% |
| 7D | +4.2% | +8.2% | -4.0% | +3.4% |
| 30D | +14.2% | +8.0% | +6.1% | +13.3% |
| 3M | +9.1% | -6.6% | +15.8% | +9.3% |
| 6M | +26.9% | -23.3% | +50.1% | +27.9% |
| YTD | +29.1% | -22.4% | +51.5% | +30.4% |
| 1Y | +36.8% | -18.0% | +54.8% | +37.7% |
| All | +36.8% | -18.0% | +54.8% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling