+557.4%
GWW vs CCEP
+236.5%
+320.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | -3.1% | -5.7% | +2.6% | -1.6% |
| 30D | -2.3% | -3.4% | +1.1% | -1.5% |
| 3M | -3.3% | +5.5% | -8.8% | -5.0% |
| 6M | +15.4% | +2.2% | +13.2% | +14.2% |
| YTD | +26.7% | +14.6% | +12.1% | +21.2% |
| 1Y | +29.0% | +18.9% | +10.0% | +21.9% |
| 3Y | +89.0% | +82.6% | +6.4% | +55.1% |
| 5Y | +221.8% | +107.0% | +114.8% | +150.5% |
| All | +557.4% | +236.5% | +320.9% | +375.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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