+9.7%
UNP vs CCEP
+1.4%
+8.3%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +1.0% |
| 7D | -5.3% | -3.1% | -2.3% | -4.5% |
| 30D | -1.5% | -2.6% | +1.0% | -0.8% |
| 3M | +10.3% | +14.9% | -4.7% | +2.7% |
| 6M | +9.7% | +2.3% | +7.4% | +6.9% |
| All | +9.7% | +1.4% | +8.3% | +6.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling