+34.9%
MAS vs CCEP
+36.6%
-1.8%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.4% |
| 7D | +2.0% | +2.6% | -0.6% | +0.5% |
| 30D | +19.4% | +15.1% | +4.2% | +11.0% |
| 3M | +9.4% | +7.3% | +2.1% | +5.2% |
| 6M | +15.3% | +23.4% | -8.1% | +2.5% |
| YTD | +31.3% | +29.4% | +1.9% | +16.0% |
| 1Y | +34.9% | +34.2% | +0.6% | +16.7% |
| All | +34.9% | +36.6% | -1.8% | +16.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling