+2,229.0%
MKSI vs CCEP
+1,025.3%
+1,203.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.6% | +3.5% | +1.7% |
| 7D | +6.6% | -3.7% | +10.3% | +7.8% |
| 30D | -8.2% | -2.1% | -6.1% | -7.8% |
| 3M | -16.4% | +7.2% | -23.6% | -18.9% |
| 6M | +23.0% | +3.3% | +19.7% | +20.5% |
| YTD | +68.2% | +15.7% | +52.5% | +58.8% |
| 1Y | +148.6% | +16.6% | +132.0% | +133.3% |
| 3Y | +196.0% | +84.3% | +111.7% | +138.1% |
| 5Y | +87.4% | +109.0% | -21.7% | +44.7% |
| 10Y | +523.8% | +238.1% | +285.7% | +313.2% |
| All | +2,229.0% | +1,025.3% | +1,203.6% | +985.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling