+205.9%
MCD vs CCEP
+342.1%
-136.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.7% |
| 7D | -1.9% | +1.8% | -3.7% | -2.5% |
| 30D | +16.6% | +12.2% | +4.4% | +12.0% |
| 3M | +0.9% | +10.7% | -9.7% | -2.6% |
| 6M | +1.5% | +27.5% | -26.0% | -6.9% |
| YTD | -8.3% | +31.3% | -39.7% | -16.9% |
| 1Y | -8.1% | +29.9% | -38.0% | -16.4% |
| 3Y | +10.3% | +111.1% | -100.8% | -16.2% |
| 5Y | +23.4% | +142.3% | -118.9% | -12.2% |
| 10Y | +205.9% | +335.5% | -129.5% | +91.6% |
| All | +205.9% | +342.1% | -136.2% | +91.6% |
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