+9.5%
MGY vs CCEP
+36.9%
-27.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +3.8% | -9.1% | -3.8% |
| 7D | -12.1% | +4.2% | -16.4% | -10.6% |
| 30D | -2.6% | +14.2% | -16.8% | +2.6% |
| 3M | -4.2% | +9.1% | -13.4% | -0.6% |
| 6M | -23.9% | +26.9% | -50.8% | -17.3% |
| YTD | +8.8% | +29.1% | -20.3% | +11.9% |
| 1Y | +9.5% | +36.8% | -27.3% | +10.5% |
| All | +9.5% | +36.9% | -27.4% | +10.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling