+17.1%
MCHP vs CCEP
+18.3%
-1.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.6% |
| 7D | 0.0% | -2.8% | +2.9% | -0.5% |
| 30D | -6.0% | -4.0% | -2.0% | -6.7% |
| 3M | -19.7% | +5.2% | -24.9% | -19.2% |
| 6M | +14.0% | +2.7% | +11.3% | +13.1% |
| YTD | +18.4% | +14.5% | +3.9% | +26.1% |
| 1Y | +17.1% | +17.2% | -0.1% | +26.7% |
| All | +17.1% | +18.3% | -1.2% | +26.7% |
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