+194.7%
WELL vs CCEP
+109.7%
+85.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.2% |
| 7D | +4.4% | +2.6% | +1.9% | +3.4% |
| 30D | +10.8% | +15.1% | -4.3% | +5.4% |
| 3M | +4.2% | +7.3% | -3.1% | +1.5% |
| 6M | +14.0% | +23.4% | -9.4% | +5.5% |
| YTD | +33.4% | +29.4% | +4.0% | +21.2% |
| 1Y | +32.4% | +34.2% | -1.8% | +18.7% |
| 3Y | +194.7% | +108.4% | +86.4% | +142.2% |
| All | +194.7% | +109.7% | +85.0% | +142.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling