+2.9%
WEC vs CCEP
+21.6%
-18.7%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.3% | +0.9% |
| 7D | +0.8% | -1.0% | +1.8% | +1.0% |
| 30D | +0.3% | -1.6% | +1.9% | +0.6% |
| 3M | -2.9% | +11.9% | -14.8% | -5.0% |
| 6M | -5.9% | +7.5% | -13.4% | -7.5% |
| YTD | +4.1% | +18.7% | -14.6% | +1.1% |
| All | +2.9% | +21.6% | -18.7% | -0.5% |
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