+36.5%
CCEP vs ULTA
+25.8%
+10.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +1.5% |
| 7D | +5.7% | +0.2% | +5.5% | +5.7% |
| 30D | +15.3% | +18.7% | -3.4% | +12.9% |
| 3M | +8.0% | +20.5% | -12.4% | +5.4% |
| 6M | +26.7% | +22.0% | +4.7% | +23.0% |
| YTD | +30.7% | +7.4% | +23.3% | +28.5% |
| 1Y | +36.5% | +24.5% | +12.0% | +31.6% |
| All | +36.5% | +25.8% | +10.8% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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