+91.7%
CCU price history and return analytics
+374.2%
-282.5%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -1.6% | +0.4% | -2.0% | -1.8% |
| 30D | +1.6% | +1.0% | +0.7% | +1.0% |
| 3M | +6.3% | +2.4% | +3.9% | +4.7% |
| 6M | -5.5% | +12.0% | -17.5% | -11.9% |
| YTD | -5.6% | +15.3% | -21.0% | -13.5% |
| 1Y | -1.8% | +22.6% | -24.4% | -13.3% |
| 3Y | -10.9% | +74.7% | -85.6% | -36.8% |
| 5Y | -25.1% | +66.1% | -91.2% | -45.4% |
| 10Y | -17.6% | +225.0% | -242.6% | -59.8% |
| All | +91.7% | +374.2% | -282.5% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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