+1,106.2%
MPC vs CCEP
+299.9%
+806.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.2% | +3.4% | +4.0% |
| 7D | -9.4% | +1.7% | -11.1% | -10.4% |
| 30D | -14.3% | +12.7% | -27.0% | -19.8% |
| 3M | +31.1% | +8.5% | +22.6% | +24.7% |
| 6M | +60.3% | +25.6% | +34.7% | +40.3% |
| YTD | +142.5% | +30.9% | +111.6% | +104.2% |
| 1Y | +104.6% | +32.0% | +72.6% | +71.4% |
| 3Y | +191.7% | +110.9% | +80.8% | +79.7% |
| 5Y | +549.2% | +138.5% | +410.8% | +255.6% |
| 10Y | +1,106.2% | +302.3% | +803.9% | +439.6% |
| All | +1,106.2% | +299.9% | +806.3% | +439.6% |
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 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