+30.6%
USAR vs CCEP
+23.2%
+7.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.5% | +0.6% |
| 7D | +2.3% | -1.0% | +3.3% | +1.9% |
| 30D | -8.6% | -1.6% | -7.0% | -9.2% |
| 3M | -20.5% | +11.9% | -32.3% | -16.2% |
| 6M | +1.2% | +7.5% | -6.2% | +3.3% |
| YTD | +48.4% | +18.7% | +29.7% | +73.6% |
| 1Y | +30.6% | +21.4% | +9.2% | +52.1% |
| All | +30.6% | +23.2% | +7.4% | +52.1% |
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 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