+7,713.8%
CCEP vs MKC
+3,068.3%
+4,645.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.2% | +1.0% |
| 7D | +2.1% | -3.0% | +5.1% | +3.0% |
| 30D | +10.6% | +4.8% | +5.8% | +9.0% |
| 3M | +10.3% | -12.8% | +23.2% | +14.8% |
| 6M | +31.1% | +5.0% | +26.1% | +28.7% |
| YTD | +32.1% | -29.1% | +61.2% | +45.2% |
| 1Y | +32.8% | -26.4% | +59.2% | +44.3% |
| 3Y | +111.3% | -21.6% | +133.0% | +122.5% |
| 5Y | +147.5% | -35.2% | +182.8% | +172.3% |
| 10Y | +338.1% | +25.6% | +312.4% | +288.1% |
| All | +7,713.8% | +3,068.3% | +4,645.5% | +3,627.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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