+278.8%
WMB vs CCEP
+105.1%
+173.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.7% |
| 7D | +0.6% | -3.1% | +3.6% | +1.2% |
| 30D | +3.3% | -2.6% | +5.9% | +3.7% |
| 3M | +3.1% | +14.9% | -11.8% | -0.1% |
| 6M | -0.7% | +2.3% | -3.0% | -1.4% |
| YTD | +25.2% | +17.8% | +7.3% | +20.1% |
| 1Y | +32.9% | +24.2% | +8.7% | +25.6% |
| 3Y | +140.6% | +84.7% | +55.8% | +105.7% |
| All | +278.8% | +105.1% | +173.7% | +216.6% |
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