+140,402.7%
UNH vs CCEP
+7,713.8%
+132,688.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.2% |
| 7D | +3.4% | +2.1% | +1.3% | +2.8% |
| 30D | +3.0% | +10.6% | -7.6% | 0.0% |
| 3M | +2.7% | +10.3% | -7.6% | -0.2% |
| 6M | +2.8% | +31.1% | -28.3% | -4.9% |
| YTD | +25.9% | +32.1% | -6.3% | +15.7% |
| 1Y | +25.8% | +32.8% | -7.0% | +15.4% |
| 3Y | -20.0% | +111.3% | -131.4% | -36.2% |
| 5Y | -2.8% | +147.5% | -150.3% | -27.0% |
| 10Y | +228.7% | +338.1% | -109.4% | +104.4% |
| All | +140,402.7% | +7,713.8% | +132,688.9% | +30,943.8% |
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