+7,128.3%
URI vs CCEP
+1,082.1%
+6,046.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.3% | -8.4% | -7.6% |
| 7D | -12.9% | +5.7% | -18.6% | -15.1% |
| 30D | -3.4% | +15.3% | -18.7% | -9.2% |
| 3M | -10.0% | +8.0% | -18.0% | -13.3% |
| 6M | +12.2% | +26.7% | -14.5% | +0.6% |
| YTD | +29.8% | +30.7% | -0.9% | +14.6% |
| 1Y | +24.6% | +36.5% | -11.9% | +8.0% |
| 3Y | +137.6% | +111.1% | +26.5% | +68.8% |
| 5Y | +176.6% | +149.7% | +26.9% | +82.1% |
| 10Y | +1,402.6% | +305.3% | +1,097.2% | +700.9% |
| All | +7,128.3% | +1,082.1% | +6,046.3% | +2,176.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling