+1,218.8%
URI vs CCEP
+299.9%
+918.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.2% | +5.7% | +6.3% |
| 7D | -4.0% | +1.7% | -5.7% | -5.0% |
| 30D | +6.8% | +12.7% | -5.9% | 0.0% |
| 3M | -2.8% | +8.5% | -11.3% | -7.4% |
| 6M | +20.9% | +25.6% | -4.7% | +5.7% |
| YTD | +40.2% | +30.9% | +9.3% | +19.5% |
| 1Y | +34.1% | +32.0% | +2.1% | +13.7% |
| 3Y | +164.1% | +110.9% | +53.2% | +67.0% |
| 5Y | +199.3% | +138.5% | +60.9% | +73.4% |
| 10Y | +1,218.8% | +302.3% | +916.5% | +548.9% |
| All | +1,218.8% | +299.9% | +918.9% | +548.9% |
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 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