-31.8%
MP vs CCEP
+36.6%
-68.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.0% | +5.9% | +4.6% |
| 7D | -10.5% | +2.6% | -13.1% | -9.6% |
| 30D | -23.5% | +15.1% | -38.7% | -20.2% |
| 3M | -25.4% | +7.3% | -32.7% | -23.8% |
| 6M | -51.3% | +23.4% | -74.7% | -48.0% |
| YTD | -29.9% | +29.4% | -59.3% | -19.1% |
| 1Y | -31.8% | +34.2% | -66.1% | -21.6% |
| All | -31.8% | +36.6% | -68.5% | -21.6% |
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