+94.0%
WFC vs CCEP
+149.0%
-55.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.7% | +1.4% |
| 7D | +0.1% | +1.7% | -1.5% | -0.6% |
| 30D | +2.9% | +12.7% | -9.8% | -1.9% |
| 3M | -1.4% | +8.5% | -9.9% | -4.9% |
| 6M | +14.3% | +25.6% | -11.2% | +3.7% |
| YTD | -6.2% | +30.9% | -37.1% | -17.2% |
| 1Y | +1.6% | +32.0% | -30.4% | -10.7% |
| 3Y | +126.9% | +110.9% | +16.0% | +53.0% |
| 5Y | +94.0% | +138.5% | -44.5% | +18.3% |
| All | +94.0% | +149.0% | -55.1% | +18.3% |
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