+417.4%
WDC vs CCEP
+24.3%
+393.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.1% | +9.0% | +4.0% |
| 7D | +1.7% | -3.1% | +4.8% | 0.0% |
| 30D | -10.0% | -2.6% | -7.4% | -11.0% |
| 3M | -18.8% | +14.9% | -33.7% | -13.6% |
| 6M | +79.0% | +2.3% | +76.8% | +75.4% |
| YTD | +171.6% | +17.8% | +153.7% | +228.7% |
| 1Y | +417.4% | +24.2% | +393.2% | +564.1% |
| All | +417.4% | +24.3% | +393.1% | +564.1% |
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