-45.1%
USAR vs CCEP
+30.9%
-76.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +2.0% |
| 7D | -0.8% | +2.1% | -2.9% | +0.5% |
| 30D | -20.9% | +10.6% | -31.5% | -15.2% |
| 3M | -56.2% | +10.3% | -66.5% | -53.1% |
| 6M | -67.9% | +31.1% | -99.0% | -61.5% |
| YTD | -31.4% | +32.1% | -63.6% | +4.7% |
| 1Y | -45.1% | +32.8% | -77.9% | -13.3% |
| All | -45.1% | +30.9% | -76.0% | -13.3% |
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