+4,918.1%
WMB vs CCEP
+7,646.6%
-2,728.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.5% | +1.5% |
| 7D | -6.9% | +5.4% | -12.3% | -8.5% |
| 30D | -7.2% | +12.8% | -19.9% | -10.8% |
| 3M | -5.4% | +10.9% | -16.3% | -8.8% |
| 6M | -4.9% | +25.6% | -30.5% | -12.1% |
| YTD | +14.7% | +31.0% | -16.3% | +4.3% |
| 1Y | +14.7% | +32.3% | -17.6% | +3.9% |
| 3Y | +116.4% | +110.5% | +5.8% | +68.2% |
| 5Y | +198.5% | +141.8% | +56.7% | +118.5% |
| 10Y | +266.3% | +341.1% | -74.9% | +119.2% |
| All | +4,918.1% | +7,646.6% | -2,728.5% | +1,356.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling