+87.7%
WDC vs CCEP
+28.8%
+58.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -1.1% |
| 7D | +16.3% | -0.3% | +16.6% | +16.0% |
| 30D | -18.3% | +11.0% | -29.2% | -13.0% |
| 3M | -31.4% | +9.2% | -40.6% | -27.3% |
| 6M | -36.3% | +27.2% | -63.5% | -31.2% |
| YTD | +80.8% | +30.3% | +50.5% | +136.0% |
| 1Y | +87.7% | +28.7% | +59.0% | +148.5% |
| All | +87.7% | +28.8% | +58.9% | +148.5% |
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