+139,599.3%
UNH vs CCEP
+7,605.8%
+131,993.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.8% |
| 7D | +2.4% | -0.3% | +2.7% | +2.5% |
| 30D | +7.2% | +11.0% | -3.7% | +4.1% |
| 3M | +0.5% | +9.2% | -8.7% | -2.1% |
| 6M | +3.4% | +27.2% | -23.8% | -3.5% |
| YTD | +25.2% | +30.3% | -5.1% | +15.4% |
| 1Y | +22.7% | +28.7% | -6.0% | +13.5% |
| 3Y | -20.3% | +109.4% | -129.7% | -36.2% |
| 5Y | -3.4% | +144.1% | -147.5% | -27.1% |
| 10Y | +226.8% | +332.0% | -105.2% | +104.1% |
| All | +139,599.3% | +7,605.8% | +131,993.6% | +30,885.4% |
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