+136,006.0%
UNH vs CCEP
+6,869.6%
+129,136.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.1% |
| 7D | +1.1% | -3.1% | +4.1% | +1.9% |
| 30D | -3.8% | -2.6% | -1.2% | -3.1% |
| 3M | +0.7% | +14.9% | -14.2% | -3.1% |
| 6M | +37.9% | +2.3% | +35.6% | +36.6% |
| YTD | +21.9% | +17.8% | +4.1% | +15.8% |
| 1Y | +31.4% | +24.2% | +7.2% | +22.9% |
| 3Y | -11.4% | +84.7% | -96.1% | -26.6% |
| 5Y | +2.5% | +103.2% | -100.7% | -18.6% |
| 10Y | +242.9% | +257.4% | -14.5% | +125.2% |
| All | +136,006.0% | +6,869.6% | +129,136.4% | +30,981.7% |
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