+172.7%
WMT vs CCEP
+140.3%
+32.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.6% |
| 7D | -1.2% | -0.3% | -0.9% | -1.1% |
| 30D | +12.4% | +11.0% | +1.4% | +9.8% |
| 3M | +9.0% | +9.2% | -0.2% | +6.8% |
| 6M | -3.0% | +27.2% | -30.1% | -8.2% |
| YTD | +14.0% | +30.3% | -16.3% | +7.2% |
| 1Y | +23.0% | +28.7% | -5.7% | +16.0% |
| 3Y | +135.1% | +109.4% | +25.7% | +100.5% |
| 5Y | +172.7% | +144.1% | +28.7% | +126.7% |
| All | +172.7% | +140.3% | +32.4% | +126.7% |
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