+1,079.5%
MPC vs CCEP
+301.0%
+778.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.7% |
| 7D | -16.2% | +2.6% | -18.8% | -17.5% |
| 30D | -15.7% | +15.1% | -30.9% | -21.9% |
| 3M | +24.9% | +7.3% | +17.6% | +19.5% |
| 6M | +52.7% | +23.4% | +29.2% | +34.9% |
| YTD | +131.9% | +29.4% | +102.5% | +96.4% |
| 1Y | +96.6% | +34.2% | +62.4% | +63.1% |
| 3Y | +163.8% | +108.4% | +55.4% | +63.7% |
| 5Y | +533.1% | +147.3% | +385.9% | +237.8% |
| All | +1,079.5% | +301.0% | +778.4% | +418.9% |
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