+67.6%
UBER vs CCEP
+172.8%
-105.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.2% |
| 7D | +1.6% | +2.1% | -0.5% | +0.7% |
| 30D | +0.6% | +10.6% | -10.0% | -4.0% |
| 3M | -8.2% | +10.3% | -18.5% | -12.3% |
| 6M | -6.7% | +31.1% | -37.8% | -18.1% |
| YTD | -14.7% | +32.1% | -46.8% | -26.0% |
| 1Y | -24.1% | +32.8% | -56.9% | -34.4% |
| 3Y | +33.4% | +111.3% | -77.9% | -12.2% |
| 5Y | +54.5% | +147.5% | -93.1% | -7.5% |
| All | +67.6% | +172.8% | -105.2% | -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 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