+155.2%
MPWR vs CCEP
+105.1%
+50.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +2.2% |
| 7D | -2.6% | -3.1% | +0.5% | -1.3% |
| 30D | -9.0% | -2.6% | -6.4% | -8.2% |
| 3M | -25.8% | +14.9% | -40.8% | -31.6% |
| 6M | +11.8% | +2.3% | +9.5% | +9.2% |
| YTD | +35.5% | +17.8% | +17.7% | +22.8% |
| 1Y | +45.3% | +24.2% | +21.1% | +27.0% |
| 3Y | +138.5% | +84.7% | +53.7% | +52.5% |
| All | +155.2% | +105.1% | +50.1% | +40.5% |
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