+302.3%
CCEP vs WWD
+494.7%
-192.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.9% | -3.7% | -0.2% |
| 7D | +1.7% | +4.2% | -2.5% | +0.2% |
| 30D | +12.7% | -0.8% | +13.5% | +12.4% |
| 3M | +8.5% | -8.2% | +16.7% | +10.4% |
| 6M | +25.6% | -9.8% | +35.4% | +27.4% |
| YTD | +30.9% | +10.4% | +20.5% | +23.5% |
| 1Y | +32.0% | +25.5% | +6.5% | +18.9% |
| 3Y | +110.9% | +155.8% | -44.9% | +44.1% |
| 5Y | +138.5% | +187.3% | -48.9% | +52.1% |
| 10Y | +302.3% | +462.7% | -160.4% | +109.2% |
| All | +302.3% | +494.7% | -192.4% | +109.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling