+229.7%
WAT vs CCEP
+336.4%
-106.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.1% | -1.6% |
| 7D | +2.0% | -0.3% | +2.3% | +2.1% |
| 30D | +7.7% | +11.0% | -3.3% | +3.5% |
| 3M | +11.1% | +9.2% | +1.9% | +7.1% |
| 6M | +31.2% | +27.2% | +4.0% | +19.1% |
| YTD | +21.7% | +30.3% | -8.6% | +9.1% |
| 1Y | +19.3% | +28.7% | -9.4% | +7.5% |
| 3Y | +80.6% | +109.4% | -28.8% | +33.6% |
| 5Y | +29.5% | +144.1% | -114.6% | -10.9% |
| All | +229.7% | +336.4% | -106.7% | +83.4% |
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