+17.2%
CCEP vs UUUU
+3.5%
+13.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.9% | -0.2% |
| 7D | -2.8% | -10.5% | +7.7% | -2.9% |
| 30D | -4.0% | -10.5% | +6.5% | -4.1% |
| 3M | +5.2% | -14.1% | +19.3% | +5.1% |
| 6M | +2.7% | -35.5% | +38.2% | +2.4% |
| YTD | +14.5% | -10.9% | +25.5% | +15.3% |
| 1Y | +17.2% | +3.4% | +13.8% | +21.1% |
| All | +17.2% | +3.5% | +13.6% | +21.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling