+148.3%
CCEP vs UUUU
-40.6%
+188.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.3% | +2.7% | +1.5% |
| 7D | +2.1% | -1.1% | +3.2% | +2.1% |
| 30D | +10.6% | -21.0% | +31.6% | +11.6% |
| 3M | +10.3% | -54.8% | +65.1% | +14.1% |
| 6M | +31.1% | -67.3% | +98.4% | +37.3% |
| YTD | +32.1% | -54.7% | +86.8% | +34.2% |
| 1Y | +32.8% | -57.4% | +90.3% | +35.1% |
| 3Y | +111.3% | -19.6% | +131.0% | +98.4% |
| All | +148.3% | -40.6% | +188.9% | +134.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling