+7.0%
WMT vs CCEP
+24.3%
-17.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -0.5% |
| 7D | +3.9% | -3.1% | +7.0% | +4.6% |
| 30D | -4.4% | -2.6% | -1.8% | -3.9% |
| 3M | -8.8% | +14.9% | -23.7% | -11.8% |
| 6M | -15.6% | +2.3% | -17.9% | -16.5% |
| YTD | -3.2% | +17.8% | -21.1% | -6.3% |
| 1Y | +7.0% | +24.2% | -17.2% | +1.6% |
| All | +7.0% | +24.3% | -17.2% | +1.6% |
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 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