+131.4%
MKSI vs CCEP
+18.3%
+113.1%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | +2.7% | -2.8% | +5.5% | +1.8% |
| 30D | -12.8% | -4.0% | -8.8% | -13.8% |
| 3M | -22.5% | +5.2% | -27.7% | -22.2% |
| 6M | +19.4% | +2.7% | +16.7% | +17.9% |
| YTD | +67.7% | +14.5% | +53.2% | +79.0% |
| 1Y | +131.4% | +17.2% | +114.2% | +154.0% |
| All | +131.4% | +18.3% | +113.1% | +154.0% |
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