+230.1%
CCEP vs WY
+7.6%
+222.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | -2.8% | -4.2% | +1.3% | -1.4% |
| 30D | -4.0% | -10.1% | +6.1% | -0.6% |
| 3M | +5.2% | -8.5% | +13.7% | +7.9% |
| 6M | +2.7% | -3.3% | +6.0% | +3.3% |
| YTD | +14.5% | -4.4% | +18.9% | +15.2% |
| 1Y | +17.2% | -11.5% | +28.6% | +20.7% |
| 3Y | +79.3% | -24.3% | +103.6% | +91.1% |
| 5Y | +106.8% | -21.3% | +128.1% | +113.6% |
| All | +230.1% | +7.6% | +222.5% | +190.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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