+10.1%
MDB vs CCEP
+23.2%
-13.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.2% | -3.2% |
| 7D | -18.0% | -1.0% | -17.0% | -18.2% |
| 30D | -10.7% | -1.6% | -9.1% | -11.1% |
| 3M | +1.0% | +11.9% | -10.9% | +5.2% |
| 6M | +31.6% | +7.5% | +24.2% | +36.2% |
| YTD | -15.2% | +18.7% | -33.9% | -4.2% |
| 1Y | +10.1% | +21.4% | -11.3% | +26.9% |
| All | +10.1% | +23.2% | -13.1% | +26.9% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling