+83.0%
MMM vs CCEP
+299.9%
-216.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.2% | +0.7% | +1.5% |
| 7D | +5.8% | +1.7% | +4.1% | +5.2% |
| 30D | +17.9% | +12.7% | +5.2% | +13.2% |
| 3M | +3.6% | +8.5% | -4.9% | +0.6% |
| 6M | +32.9% | +25.6% | +7.3% | +22.5% |
| YTD | +19.5% | +30.9% | -11.4% | +8.3% |
| 1Y | +16.5% | +32.0% | -15.4% | +5.3% |
| 3Y | +167.2% | +110.9% | +56.2% | +103.7% |
| 5Y | +48.2% | +138.5% | -90.2% | +6.7% |
| 10Y | +83.0% | +302.3% | -219.3% | +10.8% |
| All | +83.0% | +299.9% | -216.9% | +10.8% |
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