+712.3%
WDC vs CCEP
+109.7%
+602.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.7% |
| 7D | -28.0% | +2.6% | -30.5% | -27.4% |
| 30D | -34.9% | +15.1% | -50.1% | -33.2% |
| 3M | -41.6% | +7.3% | -48.8% | -40.4% |
| 6M | -45.4% | +23.4% | -68.8% | -44.1% |
| YTD | +53.3% | +29.4% | +23.9% | +58.6% |
| 1Y | +61.5% | +34.2% | +27.3% | +66.9% |
| 3Y | +712.3% | +108.4% | +604.0% | +678.3% |
| All | +712.3% | +109.7% | +602.6% | +678.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling