+17,845.4%
WDC vs CCEP
+6,869.6%
+10,975.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.1% | +9.0% | +6.9% |
| 7D | +1.7% | -3.1% | +4.8% | +2.7% |
| 30D | -10.0% | -2.6% | -7.4% | -9.4% |
| 3M | -18.8% | +14.9% | -33.7% | -23.3% |
| 6M | +79.0% | +2.3% | +76.8% | +75.7% |
| YTD | +171.6% | +17.8% | +153.7% | +153.3% |
| 1Y | +417.4% | +24.2% | +393.2% | +370.9% |
| 3Y | +1,251.8% | +84.7% | +1,167.1% | +961.8% |
| 5Y | +911.7% | +103.2% | +808.5% | +666.1% |
| 10Y | +1,399.6% | +257.4% | +1,142.3% | +838.8% |
| All | +17,845.4% | +6,869.6% | +10,975.7% | +4,331.1% |
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