+96.8%
MNST vs CCEP
+140.5%
-43.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | 0.0% |
| 7D | -6.9% | +1.8% | -8.6% | -7.7% |
| 30D | +3.7% | +12.2% | -8.4% | -2.4% |
| 3M | -0.3% | +10.7% | -11.0% | -5.6% |
| 6M | +5.1% | +27.5% | -22.4% | -7.9% |
| YTD | +18.4% | +31.3% | -12.9% | +2.2% |
| 1Y | +26.3% | +29.9% | -3.6% | +9.6% |
| 3Y | +64.3% | +111.1% | -46.8% | +8.4% |
| 5Y | +96.8% | +142.3% | -45.5% | +18.2% |
| All | +96.8% | +140.5% | -43.7% | +18.2% |
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 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