+254.1%
MP vs CCEP
+261.1%
-7.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.0% | +5.9% | +5.3% |
| 7D | -10.5% | +2.6% | -13.1% | -11.5% |
| 30D | -23.5% | +15.1% | -38.7% | -28.0% |
| 3M | -25.4% | +7.3% | -32.7% | -28.0% |
| 6M | -51.3% | +23.4% | -74.7% | -56.0% |
| YTD | -29.9% | +29.4% | -59.3% | -38.6% |
| 1Y | -31.8% | +34.2% | -66.1% | -41.5% |
| 3Y | +127.0% | +108.4% | +18.6% | +50.0% |
| 5Y | -3.3% | +147.3% | -150.5% | -42.6% |
| All | +254.1% | +261.1% | -7.0% | +85.8% |
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