+248.5%
UAL vs CCEP
+1,878.0%
-1,629.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.3% | -5.8% | -5.5% |
| 7D | +5.0% | +5.7% | -0.7% | +0.9% |
| 30D | -1.2% | +15.3% | -16.6% | -11.4% |
| 3M | -16.8% | +8.0% | -24.8% | -21.9% |
| 6M | +18.0% | +26.7% | -8.8% | -2.0% |
| YTD | -1.2% | +30.7% | -31.9% | -20.1% |
| 1Y | +14.3% | +36.5% | -22.2% | -10.6% |
| 3Y | +194.6% | +111.1% | +83.4% | +59.3% |
| 5Y | +109.6% | +149.7% | -40.1% | -1.3% |
| 10Y | +93.1% | +305.3% | -212.3% | -38.6% |
| All | +248.5% | +1,878.0% | -1,629.4% | -72.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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