+1,309.1%
WDC vs CCEP
+237.8%
+1,071.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.6% | +3.6% | +2.2% |
| 7D | +7.5% | -3.7% | +11.1% | +9.2% |
| 30D | +10.1% | -2.1% | +12.1% | +10.7% |
| 3M | -6.8% | +7.2% | -14.0% | -11.3% |
| 6M | +84.1% | +3.3% | +80.9% | +77.9% |
| YTD | +180.3% | +15.7% | +164.6% | +154.9% |
| 1Y | +411.1% | +16.6% | +394.5% | +358.2% |
| 3Y | +1,375.0% | +84.3% | +1,290.7% | +899.7% |
| 5Y | +991.6% | +109.0% | +882.5% | +576.9% |
| 10Y | +1,309.1% | +238.1% | +1,070.9% | +560.8% |
| All | +1,309.1% | +237.8% | +1,071.3% | +560.8% |
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