+230.1%
CCEP vs UUUU
+465.5%
-235.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.9% | +0.2% |
| 7D | -2.8% | -10.5% | +7.7% | -2.2% |
| 30D | -4.0% | -10.5% | +6.5% | -3.5% |
| 3M | +5.2% | -14.1% | +19.3% | +5.8% |
| 6M | +2.7% | -35.5% | +38.2% | +4.5% |
| YTD | +14.5% | -10.9% | +25.5% | +13.0% |
| 1Y | +17.2% | +3.4% | +13.8% | +13.1% |
| 3Y | +79.3% | +73.1% | +6.2% | +61.4% |
| 5Y | +106.8% | +87.1% | +19.6% | +78.6% |
| All | +230.1% | +465.5% | -235.4% | +144.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling