+92.3%
MGY vs CCEP
+105.7%
-13.3%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.2% |
| 7D | +1.8% | -5.7% | +7.5% | +2.7% |
| 30D | +6.5% | -3.4% | +9.9% | +7.0% |
| 3M | +0.3% | +5.5% | -5.2% | -1.1% |
| 6M | -2.4% | +2.2% | -4.6% | -3.2% |
| YTD | +29.0% | +14.6% | +14.3% | +23.9% |
| 1Y | +17.0% | +18.9% | -1.9% | +11.2% |
| 3Y | +26.2% | +82.6% | -56.4% | +4.6% |
| 5Y | +92.3% | +107.0% | -14.7% | +55.9% |
| All | +92.3% | +105.7% | -13.3% | +55.9% |
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