+280.9%
WMB vs CCEP
+342.1%
-61.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.9% | +2.1% |
| 7D | +1.6% | +1.8% | -0.2% | +0.9% |
| 30D | -7.1% | +12.2% | -19.3% | -11.3% |
| 3M | -4.0% | +10.7% | -14.7% | -8.1% |
| 6M | -5.7% | +27.5% | -33.2% | -14.9% |
| YTD | +17.2% | +31.3% | -14.2% | +4.0% |
| 1Y | +17.2% | +29.9% | -12.7% | +4.4% |
| 3Y | +121.1% | +111.1% | +10.0% | +58.9% |
| 5Y | +197.2% | +142.3% | +54.8% | +96.4% |
| 10Y | +280.9% | +335.5% | -54.6% | +97.0% |
| All | +280.9% | +342.1% | -61.2% | +97.0% |
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