+107.0%
CCEP vs MTCH
-72.5%
+179.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.0% |
| 7D | -5.7% | -1.4% | -4.3% | -5.6% |
| 30D | -3.4% | +13.6% | -17.0% | -4.8% |
| 3M | +5.5% | +22.4% | -16.9% | +2.9% |
| 6M | +2.2% | +37.2% | -35.0% | -1.8% |
| YTD | +14.6% | +31.8% | -17.2% | +10.5% |
| 1Y | +18.9% | +12.9% | +6.0% | +16.6% |
| 3Y | +82.6% | -1.1% | +83.7% | +79.5% |
| 5Y | +107.0% | -73.5% | +180.5% | +148.6% |
| All | +107.0% | -72.5% | +179.5% | +148.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 5y: compounded portfolio wealth divided by compounded MTCH 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…
5y analysis · Full analysis span regression · 6 months rolling