+176.6%
MPWR vs CCEP
+140.5%
+36.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.3% | +8.6% | +8.8% |
| 7D | +17.3% | +1.8% | +15.5% | +16.4% |
| 30D | +12.1% | +12.2% | -0.1% | +6.2% |
| 3M | +5.6% | +10.7% | -5.0% | +0.2% |
| 6M | -10.7% | +27.5% | -38.2% | -21.9% |
| YTD | +64.0% | +31.3% | +32.6% | +40.7% |
| 1Y | +55.9% | +29.9% | +26.0% | +34.5% |
| 3Y | +199.5% | +111.1% | +88.4% | +75.6% |
| 5Y | +176.6% | +142.3% | +34.2% | +35.3% |
| All | +176.6% | +140.5% | +36.1% | +35.3% |
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 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