+222.6%
GWW vs CCEP
+105.2%
+117.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.2% |
| 7D | -0.5% | -3.7% | +3.2% | +0.4% |
| 30D | -1.4% | -2.1% | +0.6% | -1.0% |
| 3M | -3.6% | +7.2% | -10.8% | -5.5% |
| 6M | +15.1% | +3.3% | +11.8% | +13.8% |
| YTD | +27.5% | +15.7% | +11.8% | +22.4% |
| 1Y | +29.6% | +16.6% | +13.0% | +24.1% |
| 3Y | +90.1% | +84.3% | +5.8% | +57.6% |
| 5Y | +222.6% | +109.0% | +113.6% | +155.6% |
| All | +222.6% | +105.2% | +117.4% | +155.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling