+992.6%
WDC vs CCEP
+108.6%
+884.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +1.9% |
| 7D | +6.0% | -1.0% | +7.0% | +6.2% |
| 30D | +9.9% | -1.6% | +11.5% | +10.3% |
| 3M | -9.4% | +11.9% | -21.3% | -14.1% |
| 6M | +94.7% | +7.5% | +87.3% | +87.2% |
| YTD | +177.4% | +18.7% | +158.6% | +155.7% |
| 1Y | +412.6% | +21.4% | +391.2% | +363.3% |
| 3Y | +1,359.8% | +89.1% | +1,270.7% | +888.6% |
| 5Y | +992.6% | +108.7% | +883.9% | +555.6% |
| All | +992.6% | +108.6% | +884.0% | +555.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling