+1,734.7%
CCEP vs WU
-22.0%
+1,756.7%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.0% | +3.3% | +1.3% |
| 7D | +1.8% | +2.1% | -0.4% | +1.0% |
| 30D | +12.2% | +10.1% | +2.0% | +8.6% |
| 3M | +10.7% | -1.1% | +11.8% | +10.7% |
| 6M | +27.5% | -19.8% | +47.3% | +34.9% |
| YTD | +31.3% | -20.8% | +52.1% | +38.6% |
| 1Y | +29.9% | -15.1% | +45.0% | +33.6% |
| 3Y | +111.1% | -23.2% | +134.3% | +118.8% |
| 5Y | +142.3% | -42.6% | +184.9% | +173.2% |
| 10Y | +335.5% | -38.9% | +374.4% | +366.8% |
| All | +1,734.7% | -22.0% | +1,756.7% | +1,500.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling