-11.8%
UNH vs CCEP
+89.4%
-101.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.8% |
| 7D | +1.1% | -1.0% | +2.1% | +1.3% |
| 30D | -1.5% | -1.6% | +0.1% | -1.3% |
| 3M | -0.8% | +11.9% | -12.7% | -2.2% |
| 6M | +41.8% | +7.5% | +34.4% | +40.5% |
| YTD | +23.1% | +18.7% | +4.3% | +20.3% |
| 1Y | +28.5% | +21.4% | +7.1% | +25.1% |
| 3Y | -11.8% | +89.1% | -100.9% | -17.6% |
| All | -11.8% | +89.4% | -101.2% | -17.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling