+116.3%
MP vs CCEP
+111.8%
+4.5%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.3% | -7.3% | -6.0% |
| 7D | -19.0% | +5.7% | -24.7% | -18.9% |
| 30D | -30.5% | +15.3% | -45.8% | -30.7% |
| 3M | -29.6% | +8.0% | -37.6% | -29.7% |
| 6M | -50.4% | +26.7% | -77.2% | -51.2% |
| YTD | -33.2% | +30.7% | -63.9% | -34.8% |
| 1Y | -38.6% | +36.5% | -75.1% | -40.8% |
| All | +116.3% | +111.8% | +4.5% | +55.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling