+7,713.8%
CCEP vs WY
+612.4%
+7,101.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +0.9% |
| 7D | +2.1% | -0.8% | +2.9% | +2.3% |
| 30D | +10.6% | +10.1% | +0.5% | +7.7% |
| 3M | +10.3% | -15.4% | +25.7% | +15.4% |
| 6M | +31.1% | -8.3% | +39.4% | +33.6% |
| YTD | +32.1% | -9.8% | +41.9% | +34.9% |
| 1Y | +32.8% | -3.9% | +36.7% | +33.1% |
| 3Y | +111.3% | -23.3% | +134.7% | +122.1% |
| 5Y | +147.5% | -31.2% | +178.7% | +165.4% |
| 10Y | +338.1% | +5.5% | +332.5% | +297.0% |
| All | +7,713.8% | +612.4% | +7,101.4% | +3,751.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling