+125.2%
MPWR vs CCEP
+148.1%
-22.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.0% | +6.2% | +5.6% |
| 7D | -1.7% | +2.6% | -4.3% | -3.0% |
| 30D | -16.5% | +15.1% | -31.7% | -22.0% |
| 3M | -12.3% | +7.3% | -19.6% | -15.7% |
| 6M | -27.7% | +23.4% | -51.2% | -35.9% |
| YTD | +32.0% | +29.4% | +2.6% | +13.9% |
| 1Y | +25.1% | +34.2% | -9.2% | +5.7% |
| 3Y | +146.5% | +108.4% | +38.1% | +45.7% |
| All | +125.2% | +148.1% | -22.9% | +11.1% |
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