+568.4%
MA vs CCEP
+315.0%
+253.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.4% |
| 7D | +1.8% | +5.4% | -3.6% | -0.7% |
| 30D | +11.8% | +12.8% | -0.9% | +5.6% |
| 3M | +17.2% | +10.9% | +6.3% | +11.4% |
| 6M | +33.4% | +25.6% | +7.8% | +19.3% |
| YTD | +16.1% | +31.0% | -14.8% | +0.9% |
| 1Y | +19.9% | +32.3% | -12.3% | +3.6% |
| 3Y | +70.1% | +110.5% | -40.4% | +14.4% |
| 5Y | +89.6% | +141.8% | -52.2% | +16.8% |
| 10Y | +568.4% | +341.1% | +227.3% | +230.5% |
| All | +568.4% | +315.0% | +253.4% | +230.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling