+109.9%
WDAY vs CCEP
+244.1%
-134.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.7% | -5.6% | -5.1% |
| 7D | -6.1% | -1.0% | -5.1% | -5.7% |
| 30D | +3.7% | -1.6% | +5.3% | +4.3% |
| 3M | +29.6% | +11.9% | +17.7% | +24.7% |
| 6M | +23.3% | +7.5% | +15.9% | +19.6% |
| YTD | -13.3% | +18.7% | -32.0% | -19.5% |
| 1Y | -19.6% | +21.4% | -41.0% | -26.2% |
| 3Y | -25.7% | +89.1% | -114.8% | -43.8% |
| 5Y | -31.6% | +108.7% | -140.3% | -51.1% |
| 10Y | +109.9% | +241.0% | -131.0% | +18.0% |
| All | +109.9% | +244.1% | -134.1% | +18.0% |
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