+421.1%
WMT vs CCEP
+236.5%
+184.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.1% |
| 7D | -2.5% | -5.7% | +3.3% | -1.4% |
| 30D | -6.4% | -3.4% | -3.0% | -5.8% |
| 3M | -12.1% | +5.5% | -17.6% | -13.1% |
| 6M | -15.0% | +2.2% | -17.2% | -15.5% |
| YTD | -4.5% | +14.6% | -19.1% | -7.1% |
| 1Y | +6.2% | +18.9% | -12.7% | +2.5% |
| 3Y | +99.9% | +82.6% | +17.3% | +78.1% |
| 5Y | +131.4% | +107.0% | +24.5% | +100.2% |
| All | +421.1% | +236.5% | +184.6% | +317.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling