+23.0%
MMM vs CCEP
+36.9%
-13.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +3.8% | +5.7% | +8.3% |
| 7D | +12.2% | +4.2% | +8.0% | +10.8% |
| 30D | +18.8% | +14.2% | +4.7% | +14.2% |
| 3M | +7.4% | +9.1% | -1.8% | +4.4% |
| 6M | +38.3% | +26.9% | +11.5% | +26.8% |
| YTD | +22.9% | +29.1% | -6.2% | +14.1% |
| 1Y | +23.0% | +36.8% | -13.8% | +12.6% |
| All | +23.0% | +36.9% | -13.9% | +12.6% |
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