+210.4%
MGY vs CCEP
+227.3%
-16.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +3.5% | -2.8% | +6.4% | +4.8% |
| 30D | +5.3% | -4.0% | +9.3% | +7.0% |
| 3M | +2.6% | +5.2% | -2.6% | -0.6% |
| 6M | -3.3% | +2.7% | -6.0% | -6.1% |
| YTD | +29.2% | +14.5% | +14.7% | +18.4% |
| 1Y | +18.0% | +17.2% | +0.9% | +6.6% |
| 3Y | +30.0% | +79.3% | -49.3% | -8.3% |
| 5Y | +92.7% | +106.8% | -14.1% | +21.8% |
| All | +210.4% | +227.3% | -16.9% | +63.7% |
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