+79.6%
MMM vs CCEP
+315.0%
-235.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +7.0% | +5.4% | +1.6% | +5.1% |
| 30D | +18.4% | +12.8% | +5.6% | +13.5% |
| 3M | +4.5% | +10.9% | -6.4% | +0.6% |
| 6M | +33.4% | +25.6% | +7.8% | +22.7% |
| YTD | +20.0% | +31.0% | -11.0% | +8.5% |
| 1Y | +15.0% | +32.3% | -17.2% | +3.7% |
| 3Y | +165.0% | +110.5% | +54.5% | +100.9% |
| 5Y | +47.9% | +141.8% | -93.9% | +5.2% |
| 10Y | +79.6% | +341.1% | -261.5% | +5.2% |
| All | +79.6% | +315.0% | -235.4% | +5.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling