+110.7%
MCK vs CCEP
+82.4%
+28.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -2.9% | -2.8% | -0.1% | -2.2% |
| 30D | +0.4% | -4.0% | +4.4% | +1.5% |
| 3M | +12.1% | +5.2% | +6.9% | +10.8% |
| 6M | -5.4% | +2.7% | -8.2% | -6.1% |
| YTD | +7.8% | +14.5% | -6.7% | +4.6% |
| 1Y | +22.9% | +17.2% | +5.8% | +18.5% |
| 3Y | +110.7% | +79.3% | +31.4% | +99.9% |
| All | +110.7% | +82.4% | +28.3% | +99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling