+44.3%
UPS vs CCEP
+342.1%
-297.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.2% |
| 7D | -1.6% | +1.8% | -3.4% | -2.1% |
| 30D | +17.9% | +12.2% | +5.8% | +14.1% |
| 3M | +9.4% | +10.7% | -1.3% | +6.1% |
| 6M | +16.2% | +27.5% | -11.3% | +7.9% |
| YTD | +18.8% | +31.3% | -12.6% | +9.0% |
| 1Y | +26.1% | +29.9% | -3.8% | +16.2% |
| 3Y | -4.5% | +111.1% | -115.5% | -24.8% |
| 5Y | -33.2% | +142.3% | -175.6% | -50.3% |
| 10Y | +44.3% | +335.5% | -291.2% | -2.1% |
| All | +44.3% | +342.1% | -297.8% | -2.1% |
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