+141.0%
WBD vs CCEP
+84.3%
+56.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.8% | +0.2% |
| 7D | -1.7% | -3.7% | +2.0% | -0.4% |
| 30D | +3.9% | -2.1% | +6.0% | +4.6% |
| 3M | +5.1% | +7.2% | -2.1% | +1.7% |
| 6M | +0.6% | +3.3% | -2.7% | -1.2% |
| YTD | -3.2% | +15.7% | -18.8% | -10.4% |
| 1Y | +127.7% | +16.6% | +111.1% | +109.1% |
| All | +141.0% | +84.3% | +56.8% | +56.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling