+251.3%
UAL vs CCEP
+1,683.5%
-1,432.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.1% | +5.6% | +4.8% |
| 7D | +0.7% | -3.1% | +3.8% | +2.9% |
| 30D | -16.1% | -2.6% | -13.5% | -14.6% |
| 3M | +6.1% | +14.9% | -8.8% | -4.7% |
| 6M | +10.8% | +2.3% | +8.6% | +8.5% |
| YTD | -0.4% | +17.8% | -18.2% | -12.7% |
| 1Y | +5.0% | +24.2% | -19.2% | -12.0% |
| 3Y | +124.0% | +84.7% | +39.3% | +34.3% |
| 5Y | +141.0% | +103.2% | +37.8% | +32.3% |
| 10Y | +118.0% | +257.4% | -139.4% | -23.6% |
| All | +251.3% | +1,683.5% | -1,432.2% | -70.1% |
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