+130.8%
WMT vs CCEP
+105.2%
+25.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +0.3% |
| 7D | -0.2% | -3.7% | +3.4% | +0.5% |
| 30D | -5.8% | -2.1% | -3.8% | -5.4% |
| 3M | -10.8% | +7.2% | -17.9% | -12.1% |
| 6M | -14.3% | +3.3% | -17.6% | -15.1% |
| YTD | -4.4% | +15.7% | -20.1% | -7.5% |
| 1Y | +4.3% | +16.6% | -12.2% | +0.7% |
| 3Y | +100.1% | +84.3% | +15.8% | +76.8% |
| 5Y | +130.8% | +109.0% | +21.8% | +100.9% |
| All | +130.8% | +105.2% | +25.6% | +100.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling