+455.3%
WELL vs CCEP
+299.9%
+155.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.3% |
| 7D | +3.5% | +1.7% | +1.8% | +2.5% |
| 30D | +9.7% | +12.7% | -3.0% | +2.5% |
| 3M | +4.8% | +8.5% | -3.7% | -0.2% |
| 6M | +16.1% | +25.6% | -9.5% | +1.4% |
| YTD | +34.7% | +30.9% | +3.8% | +14.3% |
| 1Y | +31.9% | +32.0% | 0.0% | +11.4% |
| 3Y | +209.9% | +110.9% | +98.9% | +94.8% |
| 5Y | +226.5% | +138.5% | +88.1% | +83.9% |
| 10Y | +455.3% | +302.3% | +153.0% | +154.2% |
| All | +455.3% | +299.9% | +155.4% | +154.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling