+8,242.3%
WFC vs CCEP
+7,642.7%
+599.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.7% | +1.4% |
| 7D | +0.1% | +1.7% | -1.5% | -0.5% |
| 30D | +2.9% | +12.7% | -9.8% | -1.3% |
| 3M | -1.4% | +8.5% | -9.9% | -4.4% |
| 6M | +14.3% | +25.6% | -11.2% | +5.2% |
| YTD | -6.2% | +30.9% | -37.1% | -15.3% |
| 1Y | +1.6% | +32.0% | -30.4% | -8.6% |
| 3Y | +126.9% | +110.9% | +16.0% | +71.5% |
| 5Y | +94.0% | +138.5% | -44.5% | +39.5% |
| 10Y | +134.0% | +302.3% | -168.3% | +39.7% |
| All | +8,242.3% | +7,642.7% | +599.6% | +1,847.7% |
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