+82.0%
MET vs CCEP
+108.6%
-26.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.4% |
| 7D | +1.1% | -1.0% | +2.1% | +1.5% |
| 30D | -2.3% | -1.6% | -0.7% | -1.8% |
| 3M | +13.9% | +11.9% | +2.0% | +9.3% |
| 6M | +34.8% | +7.5% | +27.3% | +30.9% |
| YTD | +23.5% | +18.7% | +4.8% | +15.1% |
| 1Y | +23.4% | +21.4% | +2.0% | +13.8% |
| 3Y | +64.9% | +89.1% | -24.2% | +24.0% |
| 5Y | +82.0% | +108.7% | -26.7% | +29.9% |
| All | +82.0% | +108.6% | -26.5% | +29.9% |
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 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