+1,730.4%
CCEP vs UEC
+7.8%
+1,722.6%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.9% | +6.0% | +0.4% |
| 7D | +5.4% | -5.2% | +10.5% | +5.6% |
| 30D | +12.8% | -22.0% | +34.7% | +14.3% |
| 3M | +10.9% | -37.0% | +47.9% | +13.6% |
| 6M | +25.6% | -52.7% | +78.3% | +30.3% |
| YTD | +31.0% | -38.6% | +69.6% | +32.6% |
| 1Y | +32.3% | -44.6% | +76.9% | +34.3% |
| 3Y | +110.5% | +27.1% | +83.4% | +95.6% |
| 5Y | +141.8% | +37.9% | +103.9% | +114.5% |
| 10Y | +341.1% | +631.6% | -290.5% | +218.3% |
| All | +1,730.4% | +7.8% | +1,722.6% | +1,026.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling