+29.0%
UPS vs CCEP
+24.3%
+4.8%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -0.8% |
| 7D | -2.9% | -3.1% | +0.2% | -2.5% |
| 30D | -3.5% | -2.6% | -0.9% | -3.2% |
| 3M | -5.7% | +14.9% | -20.6% | -8.3% |
| 6M | -4.4% | +2.3% | -6.6% | -5.1% |
| YTD | +8.0% | +17.8% | -9.8% | +5.5% |
| 1Y | +29.0% | +24.2% | +4.8% | +25.9% |
| All | +29.0% | +24.3% | +4.8% | +25.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling