+45.9%
UPS vs CCEP
+342.6%
-296.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.4% | +1.4% |
| 7D | +3.8% | +2.1% | +1.7% | +3.2% |
| 30D | +17.4% | +10.6% | +6.8% | +14.0% |
| 3M | +8.2% | +10.3% | -2.1% | +5.1% |
| 6M | +17.9% | +31.1% | -13.1% | +8.6% |
| YTD | +18.7% | +32.1% | -13.4% | +8.8% |
| 1Y | +24.8% | +32.8% | -8.0% | +14.2% |
| 3Y | -4.5% | +111.3% | -115.9% | -24.9% |
| 5Y | -33.2% | +147.5% | -180.7% | -50.6% |
| All | +45.9% | +342.6% | -296.6% | -1.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling