+961.1%
MELI vs CCEP
+236.1%
+725.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | -4.1% | -2.8% | -1.3% | -2.9% |
| 30D | +3.8% | -4.0% | +7.8% | +5.6% |
| 3M | +17.8% | +5.2% | +12.6% | +15.1% |
| 6M | +7.4% | +2.7% | +4.7% | +5.7% |
| YTD | -5.8% | +14.5% | -20.3% | -12.2% |
| 1Y | -18.9% | +17.2% | -36.0% | -25.4% |
| 3Y | +33.3% | +79.3% | -46.0% | -0.9% |
| 5Y | +2.7% | +106.8% | -104.1% | -29.1% |
| All | +961.1% | +236.1% | +725.0% | +524.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling