+3.5%
UNH vs CCEP
+105.2%
-101.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.6% | -1.4% |
| 7D | -1.7% | -3.7% | +2.0% | -0.9% |
| 30D | -3.8% | -2.1% | -1.8% | -3.4% |
| 3M | -4.3% | +7.2% | -11.5% | -5.6% |
| 6M | +38.6% | +3.3% | +35.3% | +37.6% |
| YTD | +20.7% | +15.7% | +5.0% | +16.9% |
| 1Y | +16.0% | +16.6% | -0.6% | +12.1% |
| 3Y | -13.5% | +84.3% | -97.7% | -25.1% |
| 5Y | +3.5% | +109.0% | -105.5% | -12.5% |
| All | +3.5% | +105.2% | -101.7% | -12.5% |
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