+443.3%
WELL vs CCEP
+336.4%
+106.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.5% |
| 7D | +0.1% | -0.3% | +0.4% | +0.3% |
| 30D | +6.8% | +11.0% | -4.2% | +0.6% |
| 3M | +6.7% | +9.2% | -2.5% | +1.2% |
| 6M | +13.8% | +27.2% | -13.4% | -1.3% |
| YTD | +33.8% | +30.3% | +3.5% | +13.7% |
| 1Y | +29.6% | +28.7% | +1.0% | +10.9% |
| 3Y | +203.1% | +109.4% | +93.7% | +90.7% |
| 5Y | +223.8% | +144.1% | +79.8% | +78.6% |
| All | +443.3% | +336.4% | +106.9% | +143.2% |
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