+180.3%
WMB vs CCEP
+148.1%
+32.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.1% |
| 7D | -13.8% | +2.6% | -16.4% | -14.2% |
| 30D | -10.3% | +15.1% | -25.5% | -12.8% |
| 3M | -10.1% | +7.3% | -17.3% | -11.4% |
| 6M | -11.8% | +23.4% | -35.3% | -15.9% |
| YTD | +8.9% | +29.4% | -20.5% | +2.5% |
| 1Y | +14.0% | +34.2% | -20.3% | +6.3% |
| 3Y | +100.5% | +108.4% | -7.8% | +67.2% |
| All | +180.3% | +148.1% | +32.2% | +119.5% |
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