+200.8%
WMB vs CCEP
+147.2%
+53.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -0.7% |
| 7D | +7.8% | +2.1% | +5.7% | +7.5% |
| 30D | -5.1% | +10.6% | -15.7% | -6.9% |
| 3M | -4.7% | +10.3% | -15.0% | -6.6% |
| 6M | -7.4% | +31.1% | -38.5% | -12.7% |
| YTD | +17.5% | +32.1% | -14.7% | +10.2% |
| 1Y | +19.5% | +32.8% | -13.4% | +11.9% |
| 3Y | +121.3% | +111.3% | +9.9% | +83.9% |
| All | +200.8% | +147.2% | +53.6% | +136.1% |
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