+179.2%
URI vs CCEP
+148.1%
+31.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.5% |
| 7D | -9.8% | +2.6% | -12.4% | -10.9% |
| 30D | +1.7% | +15.1% | -13.4% | -4.4% |
| 3M | -9.1% | +7.3% | -16.3% | -12.1% |
| 6M | +9.9% | +23.4% | -13.6% | -1.1% |
| YTD | +31.2% | +29.4% | +1.8% | +15.1% |
| 1Y | +25.9% | +34.2% | -8.3% | +8.5% |
| 3Y | +147.4% | +108.4% | +39.0% | +60.0% |
| All | +179.2% | +148.1% | +31.0% | +57.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling