+36.8%
CCEP vs MOH
+53.5%
-16.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.9% | -5.1% | +3.2% |
| 7D | +4.2% | +14.3% | -10.0% | +3.3% |
| 30D | +14.2% | +16.7% | -2.5% | +13.1% |
| 3M | +9.1% | +18.3% | -9.2% | +8.1% |
| 6M | +26.9% | +15.8% | +11.1% | +26.1% |
| YTD | +29.1% | +30.5% | -1.4% | +25.8% |
| 1Y | +36.8% | +49.3% | -12.5% | +31.4% |
| All | +36.8% | +53.5% | -16.7% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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