+129.3%
WFC vs CCEP
+105.1%
+24.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +4.0% | +2.1% |
| 7D | +3.8% | -3.1% | +6.8% | +5.0% |
| 30D | +1.5% | -2.6% | +4.1% | +2.4% |
| 3M | +10.9% | +14.9% | -4.1% | +4.8% |
| 6M | +8.4% | +2.3% | +6.2% | +7.0% |
| YTD | -1.9% | +17.8% | -19.7% | -9.0% |
| 1Y | +12.3% | +24.2% | -11.9% | +1.5% |
| 3Y | +132.3% | +84.7% | +47.6% | +70.4% |
| All | +129.3% | +105.1% | +24.2% | +51.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling