+10,029.5%
WDC vs CCEP
+7,553.0%
+2,476.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.1% |
| 7D | -28.0% | +2.6% | -30.5% | -28.8% |
| 30D | -34.9% | +15.1% | -50.1% | -38.3% |
| 3M | -41.6% | +7.3% | -48.8% | -43.5% |
| 6M | -45.4% | +23.4% | -68.8% | -50.1% |
| YTD | +53.3% | +29.4% | +23.9% | +37.5% |
| 1Y | +61.5% | +34.2% | +27.3% | +42.9% |
| 3Y | +712.3% | +108.4% | +604.0% | +508.2% |
| 5Y | +524.2% | +147.3% | +377.0% | +339.6% |
| 10Y | +616.5% | +301.3% | +315.2% | +328.7% |
| All | +10,029.5% | +7,553.0% | +2,476.5% | +2,305.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling