+9,562.1%
UNP vs CCEP
+7,642.7%
+1,919.5%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.2% | +1.2% | +2.1% |
| 7D | -3.3% | +1.7% | -4.9% | -3.6% |
| 30D | +6.7% | +12.7% | -6.0% | +3.7% |
| 3M | +1.8% | +8.5% | -6.7% | -0.3% |
| 6M | +13.3% | +25.6% | -12.2% | +7.1% |
| YTD | +30.3% | +30.9% | -0.6% | +21.8% |
| 1Y | +36.9% | +32.0% | +5.0% | +27.7% |
| 3Y | +50.9% | +110.9% | -60.0% | +25.1% |
| 5Y | +37.9% | +138.5% | -100.5% | +9.9% |
| 10Y | +293.8% | +302.3% | -8.5% | +172.4% |
| All | +9,562.1% | +7,642.7% | +1,919.5% | +3,516.1% |
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