+238.1%
CCEP vs WWD
+479.8%
-241.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.4% |
| 7D | -3.7% | +0.6% | -4.3% | -3.9% |
| 30D | -2.1% | -5.1% | +3.0% | -0.7% |
| 3M | +7.2% | -11.2% | +18.4% | +10.1% |
| 6M | +3.3% | -12.0% | +15.3% | +5.8% |
| YTD | +15.7% | +12.0% | +3.7% | +9.3% |
| 1Y | +16.6% | +42.8% | -26.2% | +1.1% |
| 3Y | +84.3% | +168.9% | -84.7% | +24.5% |
| 5Y | +109.0% | +192.2% | -83.2% | +33.7% |
| 10Y | +238.1% | +495.3% | -257.1% | +80.4% |
| All | +238.1% | +479.8% | -241.7% | +80.4% |
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