+84.3%
MKSI vs CCEP
+107.2%
-22.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | +2.7% | -2.8% | +5.5% | +3.9% |
| 30D | -12.8% | -4.0% | -8.8% | -11.6% |
| 3M | -22.5% | +5.2% | -27.7% | -25.5% |
| 6M | +19.4% | +2.7% | +16.7% | +15.8% |
| YTD | +67.7% | +14.5% | +53.2% | +53.5% |
| 1Y | +131.4% | +17.2% | +114.2% | +107.6% |
| 3Y | +197.3% | +79.3% | +118.0% | +95.4% |
| All | +84.3% | +107.2% | -22.8% | +8.3% |
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