+6,869.6%
CCEP vs WY
+688.1%
+6,181.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.9% | -3.3% |
| 7D | -3.1% | -1.7% | -1.3% | -2.6% |
| 30D | -2.6% | -10.1% | +7.5% | +0.2% |
| 3M | +14.9% | -5.1% | +20.1% | +16.2% |
| 6M | +2.3% | -4.8% | +7.0% | +3.2% |
| YTD | +17.8% | -0.2% | +18.1% | +17.1% |
| 1Y | +24.2% | -6.6% | +30.8% | +25.5% |
| 3Y | +84.7% | -22.7% | +107.5% | +93.7% |
| 5Y | +103.2% | -22.2% | +125.4% | +110.4% |
| 10Y | +257.4% | +7.3% | +250.1% | +221.8% |
| All | +6,869.6% | +688.1% | +6,181.5% | +3,243.5% |
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