+64.1%
UBER vs CCEP
+138.8%
-74.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.2% | +2.6% | +3.3% |
| 7D | +6.7% | +1.7% | +5.0% | +5.9% |
| 30D | -0.5% | +12.7% | -13.2% | -5.4% |
| 3M | -5.1% | +8.5% | -13.6% | -8.5% |
| 6M | -5.7% | +25.6% | -31.2% | -14.8% |
| YTD | -12.9% | +30.9% | -43.8% | -23.5% |
| 1Y | -22.6% | +32.0% | -54.6% | -32.4% |
| 3Y | +42.2% | +110.9% | -68.7% | -10.7% |
| All | +64.1% | +138.8% | -74.8% | -7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling