+305.6%
WM vs CCEP
+257.1%
+48.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -0.4% |
| 7D | -0.3% | -3.1% | +2.8% | +0.5% |
| 30D | -2.4% | -2.6% | +0.2% | -1.7% |
| 3M | +0.4% | +14.9% | -14.5% | -3.5% |
| 6M | -9.5% | +2.3% | -11.7% | -10.4% |
| YTD | +0.5% | +17.8% | -17.3% | -4.5% |
| 1Y | -1.1% | +24.2% | -25.3% | -7.5% |
| 3Y | +46.0% | +84.7% | -38.7% | +21.6% |
| 5Y | +51.8% | +103.2% | -51.4% | +21.4% |
| All | +305.6% | +257.1% | +48.5% | +178.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling