+1,049.8%
MDB vs CCEP
+223.1%
+826.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -3.1% |
| 7D | -17.4% | -3.1% | -14.4% | -16.6% |
| 30D | -2.0% | -2.6% | +0.6% | -1.3% |
| 3M | -3.0% | +14.9% | -17.9% | -7.7% |
| 6M | +48.7% | +2.3% | +46.4% | +46.5% |
| YTD | -12.1% | +17.8% | -30.0% | -17.9% |
| 1Y | +14.5% | +24.2% | -9.7% | +4.5% |
| 3Y | -6.1% | +84.7% | -90.9% | -28.2% |
| 5Y | -27.3% | +103.2% | -130.5% | -47.5% |
| All | +1,049.8% | +223.1% | +826.7% | +638.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling