+564.6%
MPC vs CCEP
+139.0%
+425.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.1% | -0.1% |
| 7D | -8.8% | +5.4% | -14.2% | -9.8% |
| 30D | -14.4% | +12.8% | -27.1% | -16.4% |
| 3M | +21.9% | +10.9% | +11.1% | +19.3% |
| 6M | +60.1% | +25.6% | +34.5% | +52.2% |
| YTD | +142.3% | +31.0% | +111.3% | +125.6% |
| 1Y | +101.7% | +32.3% | +69.4% | +87.3% |
| 3Y | +184.8% | +110.5% | +74.3% | +126.4% |
| 5Y | +564.6% | +141.8% | +422.8% | +397.9% |
| All | +564.6% | +139.0% | +425.6% | +397.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling