+298.2%
WBD vs CCEP
+1,472.7%
-1,174.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | +1.0% |
| 7D | -1.8% | -3.1% | +1.3% | -0.5% |
| 30D | +8.8% | -2.6% | +11.4% | +10.0% |
| 3M | +4.6% | +14.9% | -10.3% | -2.2% |
| 6M | +1.1% | +2.3% | -1.2% | -0.8% |
| YTD | -2.0% | +17.8% | -19.8% | -10.0% |
| 1Y | +140.0% | +24.2% | +115.8% | +114.7% |
| 3Y | +144.4% | +84.7% | +59.7% | +81.3% |
| 5Y | -0.2% | +103.2% | -103.4% | -29.3% |
| 10Y | +9.1% | +257.4% | -248.3% | -43.1% |
| All | +298.2% | +1,472.7% | -1,174.5% | -13.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling