+26.1%
UPS vs CCEP
+31.1%
-5.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.2% |
| 7D | -1.6% | +1.8% | -3.4% | -1.9% |
| 30D | +17.9% | +12.2% | +5.8% | +15.8% |
| 3M | +9.4% | +10.7% | -1.3% | +7.6% |
| 6M | +16.2% | +27.5% | -11.3% | +11.0% |
| YTD | +18.8% | +31.3% | -12.6% | +14.8% |
| 1Y | +26.1% | +29.9% | -3.8% | +23.4% |
| All | +26.1% | +31.1% | -5.0% | +23.4% |
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