-52.3%
USAR vs CCEP
+28.8%
-81.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.8% |
| 7D | +8.8% | -0.3% | +9.1% | +8.5% |
| 30D | -28.5% | +11.0% | -39.4% | -23.6% |
| 3M | -56.2% | +9.2% | -65.4% | -53.7% |
| 6M | -68.4% | +27.2% | -95.6% | -63.2% |
| YTD | -32.2% | +30.3% | -62.5% | -2.2% |
| 1Y | -52.3% | +28.7% | -81.0% | -29.9% |
| All | -52.3% | +28.8% | -81.1% | -29.9% |
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 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