+82.5%
UBER vs CCEP
+108.6%
-26.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.2% | -3.8% |
| 7D | -2.8% | -1.0% | -1.8% | -2.4% |
| 30D | -2.5% | -1.6% | -0.9% | -1.9% |
| 3M | +4.4% | +11.9% | -7.5% | -0.8% |
| 6M | -2.7% | +7.5% | -10.1% | -6.2% |
| YTD | -10.5% | +18.7% | -29.2% | -18.1% |
| 1Y | -22.5% | +21.4% | -43.9% | -30.3% |
| 3Y | +54.8% | +89.1% | -34.3% | +2.4% |
| 5Y | +82.5% | +108.7% | -26.2% | +11.2% |
| All | +82.5% | +108.6% | -26.1% | +11.2% |
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 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