+3,978.4%
WEC vs CCEP
+6,869.6%
-2,891.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.2% |
| 7D | -0.3% | -3.1% | +2.8% | +0.2% |
| 30D | -1.3% | -2.6% | +1.3% | -0.9% |
| 3M | -3.9% | +14.9% | -18.9% | -6.1% |
| 6M | -8.3% | +2.3% | -10.6% | -8.8% |
| YTD | +3.1% | +17.8% | -14.8% | +0.2% |
| 1Y | +1.9% | +24.2% | -22.3% | -1.7% |
| 3Y | +41.9% | +84.7% | -42.8% | +28.4% |
| 5Y | +30.8% | +103.2% | -72.4% | +15.7% |
| 10Y | +141.9% | +257.4% | -115.5% | +93.4% |
| All | +3,978.4% | +6,869.6% | -2,891.2% | +2,022.3% |
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 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