+4,410.0%
WEC vs CCEP
+7,642.7%
-3,232.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +0.9% |
| 7D | +0.2% | +1.7% | -1.4% | 0.0% |
| 30D | +12.9% | +12.7% | +0.2% | +10.8% |
| 3M | +9.8% | +8.5% | +1.3% | +8.4% |
| 6M | +6.7% | +25.6% | -18.8% | +2.9% |
| YTD | +14.0% | +30.9% | -17.0% | +9.0% |
| 1Y | +7.3% | +32.0% | -24.6% | +2.5% |
| 3Y | +63.8% | +110.9% | -47.1% | +45.1% |
| 5Y | +54.8% | +138.5% | -83.7% | +33.7% |
| 10Y | +185.7% | +302.3% | -116.6% | +124.2% |
| All | +4,410.0% | +7,642.7% | -3,232.7% | +2,208.1% |
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