+12.0%
WBD vs CCEP
+236.5%
-224.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.4% |
| 7D | -0.6% | -5.7% | +5.1% | +2.0% |
| 30D | +4.2% | -3.4% | +7.6% | +5.7% |
| 3M | +7.5% | +5.5% | +2.0% | +4.5% |
| 6M | +1.6% | +2.2% | -0.6% | -0.3% |
| YTD | -2.2% | +14.6% | -16.8% | -9.1% |
| 1Y | +124.9% | +18.9% | +106.0% | +104.9% |
| 3Y | +149.1% | +82.6% | +66.5% | +84.4% |
| 5Y | +7.8% | +107.0% | -99.1% | -25.0% |
| All | +12.0% | +236.5% | -224.5% | -32.0% |
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