+21.4%
CCEP vs UEC
+5.5%
+15.9%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.0% | -2.3% | +0.8% |
| 7D | -1.0% | +2.6% | -3.6% | -0.9% |
| 30D | -1.6% | +5.6% | -7.2% | -1.5% |
| 3M | +11.9% | -5.7% | +17.6% | +11.8% |
| 6M | +7.5% | -8.0% | +15.5% | +7.7% |
| YTD | +18.7% | +1.8% | +16.9% | +20.9% |
| 1Y | +21.4% | +0.6% | +20.8% | +26.3% |
| All | +21.4% | +5.5% | +15.9% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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