+544.2%
WMT vs CCEP
+342.6%
+201.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.2% |
| 7D | +2.0% | +2.1% | -0.1% | +1.6% |
| 30D | +10.3% | +10.6% | -0.3% | +8.1% |
| 3M | +11.0% | +10.3% | +0.6% | +8.8% |
| 6M | -2.3% | +31.1% | -33.4% | -7.4% |
| YTD | +15.7% | +32.1% | -16.4% | +9.4% |
| 1Y | +26.0% | +32.8% | -6.9% | +19.0% |
| 3Y | +136.5% | +111.3% | +25.2% | +104.7% |
| 5Y | +176.8% | +147.5% | +29.3% | +131.2% |
| All | +544.2% | +342.6% | +201.7% | +395.6% |
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