-10.1%
MDB vs CCEP
+110.9%
-121.0%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.4% |
| 7D | +11.6% | -0.3% | +11.9% | +11.5% |
| 30D | -8.9% | +11.0% | -19.9% | -8.0% |
| 3M | -22.4% | +9.2% | -31.6% | -21.6% |
| 6M | +10.1% | +27.2% | -17.1% | +12.1% |
| YTD | -19.0% | +30.3% | -49.3% | -17.1% |
| 1Y | -7.0% | +28.7% | -35.7% | -4.7% |
| All | -10.1% | +110.9% | -121.0% | -1.5% |
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