+6,183.6%
CCEP vs WWD
+15,408.5%
-9,224.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -3.3% |
| 7D | -3.1% | +1.3% | -4.4% | -3.3% |
| 30D | -2.6% | -7.2% | +4.6% | -1.1% |
| 3M | +14.9% | -3.8% | +18.8% | +15.2% |
| 6M | +2.3% | -9.9% | +12.2% | +3.7% |
| YTD | +17.8% | +14.8% | +3.0% | +12.8% |
| 1Y | +24.2% | +42.1% | -17.9% | +12.7% |
| 3Y | +84.7% | +170.8% | -86.1% | +42.2% |
| 5Y | +103.2% | +197.5% | -94.3% | +51.2% |
| 10Y | +257.4% | +477.8% | -220.4% | +123.2% |
| All | +6,183.6% | +15,408.5% | -9,224.9% | +2,567.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling