+1,166.2%
MPC vs CCEP
+336.4%
+829.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.8% | +3.3% | +2.9% |
| 7D | +9.4% | -0.3% | +9.7% | +9.6% |
| 30D | -13.4% | +11.0% | -24.4% | -18.4% |
| 3M | +18.9% | +9.2% | +9.7% | +12.7% |
| 6M | +64.9% | +27.2% | +37.7% | +43.1% |
| YTD | +156.8% | +30.3% | +126.5% | +116.2% |
| 1Y | +113.2% | +28.7% | +84.5% | +80.7% |
| 3Y | +201.8% | +109.4% | +92.4% | +85.3% |
| 5Y | +601.4% | +144.1% | +457.3% | +273.8% |
| All | +1,166.2% | +336.4% | +829.8% | +444.3% |
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