+405.8%
WDC vs CCEP
+21.6%
+384.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +2.6% |
| 7D | +6.0% | -1.0% | +7.0% | +5.5% |
| 30D | +9.9% | -1.6% | +11.5% | +9.3% |
| 3M | -9.4% | +11.9% | -21.3% | -4.1% |
| 6M | +94.7% | +7.5% | +87.3% | +98.5% |
| YTD | +177.4% | +18.7% | +158.6% | +239.5% |
| All | +405.8% | +21.6% | +384.2% | +538.5% |
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