+1,171.8%
MPC vs CCEP
+342.6%
+829.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | -0.3% |
| 7D | +11.2% | +2.1% | +9.1% | +10.1% |
| 30D | -14.5% | +10.6% | -25.1% | -19.2% |
| 3M | +16.7% | +10.3% | +6.4% | +10.0% |
| 6M | +67.6% | +31.1% | +36.5% | +43.1% |
| YTD | +157.9% | +32.1% | +125.8% | +115.6% |
| 1Y | +116.7% | +32.8% | +83.8% | +80.5% |
| 3Y | +199.8% | +111.3% | +88.4% | +83.2% |
| 5Y | +604.4% | +147.5% | +456.9% | +272.7% |
| All | +1,171.8% | +342.6% | +829.2% | +442.8% |
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