+1,574.5%
CCEP vs UUUU
-92.0%
+1,666.6%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.9% | -3.1% |
| 7D | -3.1% | -1.4% | -1.7% | -3.0% |
| 30D | -2.6% | +16.3% | -18.9% | -3.5% |
| 3M | +14.9% | -16.7% | +31.6% | +15.5% |
| 6M | +2.3% | -33.7% | +35.9% | +3.6% |
| YTD | +17.8% | -0.5% | +18.3% | +16.1% |
| 1Y | +24.2% | +28.9% | -4.6% | +19.7% |
| 3Y | +84.7% | +99.9% | -15.1% | +69.9% |
| 5Y | +103.2% | +135.3% | -32.1% | +81.1% |
| 10Y | +257.4% | +518.4% | -261.0% | +185.5% |
| All | +1,574.5% | -92.0% | +1,666.6% | +1,162.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling