+27.4%
WMT vs CCEP
+36.9%
-9.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.8% | -0.4% | +2.3% |
| 7D | +8.8% | +4.2% | +4.5% | +7.5% |
| 30D | +22.9% | +14.2% | +8.8% | +18.9% |
| 3M | +16.1% | +9.1% | +6.9% | +13.4% |
| 6M | -0.5% | +26.9% | -27.3% | -6.2% |
| YTD | +16.7% | +29.1% | -12.4% | +12.1% |
| 1Y | +27.4% | +36.8% | -9.4% | +21.9% |
| All | +27.4% | +36.9% | -9.5% | +21.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling