+71.0%
UBER vs CCEP
+138.9%
-67.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.6% | -0.2% | -1.6% |
| 7D | -7.0% | -3.7% | -3.4% | -5.5% |
| 30D | -8.9% | -2.1% | -6.8% | -8.1% |
| 3M | +1.0% | +7.2% | -6.2% | -2.5% |
| 6M | -3.7% | +3.3% | -7.0% | -5.8% |
| YTD | -13.0% | +15.7% | -28.7% | -19.7% |
| 1Y | -25.5% | +16.6% | -42.1% | -32.0% |
| 3Y | +50.5% | +84.3% | -33.8% | +5.6% |
| 5Y | +76.2% | +109.0% | -32.9% | +13.9% |
| All | +71.0% | +138.9% | -67.9% | +0.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling