+3.2%
MELI vs CCEP
+105.7%
-102.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.1% |
| 7D | -4.3% | -5.7% | +1.5% | -0.9% |
| 30D | -1.7% | -3.4% | +1.7% | +0.2% |
| 3M | +20.0% | +5.5% | +14.5% | +15.8% |
| 6M | +9.4% | +2.2% | +7.2% | +7.2% |
| YTD | -5.4% | +14.6% | -20.0% | -14.7% |
| 1Y | -18.8% | +18.9% | -37.8% | -29.2% |
| 3Y | +33.5% | +82.6% | -49.1% | -20.1% |
| 5Y | +3.2% | +107.0% | -103.8% | -47.4% |
| All | +3.2% | +105.7% | -102.5% | -47.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling