-15.3%
WDAY vs CCEP
+24.3%
-39.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.1% | -2.3% | -5.3% |
| 7D | -4.4% | -3.1% | -1.3% | -4.3% |
| 30D | +14.7% | -2.6% | +17.3% | +14.8% |
| 3M | +32.4% | +14.9% | +17.4% | +37.7% |
| 6M | +36.9% | +2.3% | +34.6% | +41.6% |
| YTD | -8.8% | +17.8% | -26.7% | -8.6% |
| 1Y | -15.3% | +24.2% | -39.5% | -16.2% |
| All | -15.3% | +24.3% | -39.6% | -16.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling