+18,665.9%
WELL vs CCEP
+6,869.6%
+11,796.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.1% | -1.3% |
| 7D | -0.8% | -3.1% | +2.3% | -0.1% |
| 30D | -0.1% | -2.6% | +2.5% | +0.5% |
| 3M | +18.0% | +14.9% | +3.1% | +14.3% |
| 6M | +15.0% | +2.3% | +12.7% | +14.2% |
| YTD | +28.6% | +17.8% | +10.8% | +23.6% |
| 1Y | +42.9% | +24.2% | +18.7% | +35.6% |
| 3Y | +203.0% | +84.7% | +118.3% | +162.0% |
| 5Y | +206.9% | +103.2% | +103.7% | +157.2% |
| 10Y | +339.5% | +257.4% | +82.1% | +233.2% |
| All | +18,665.9% | +6,869.6% | +11,796.2% | +9,939.1% |
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