+242.5%
MET vs CCEP
+236.5%
+6.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.6% |
| 7D | -2.5% | -5.7% | +3.3% | +0.4% |
| 30D | 0.0% | -3.4% | +3.4% | +1.6% |
| 3M | +13.1% | +5.5% | +7.6% | +9.8% |
| 6M | +39.0% | +2.2% | +36.8% | +36.8% |
| YTD | +25.2% | +14.6% | +10.6% | +15.7% |
| 1Y | +25.6% | +18.9% | +6.7% | +13.6% |
| 3Y | +67.1% | +82.6% | -15.5% | +17.7% |
| 5Y | +85.1% | +107.0% | -21.9% | +18.5% |
| All | +242.5% | +236.5% | +6.0% | +89.5% |
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