+74.7%
MRK vs CCEP
+18.3%
+56.4%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -4.3% | -2.8% | -1.4% | -3.6% |
| 30D | +8.3% | -4.0% | +12.3% | +9.4% |
| 3M | +20.0% | +5.2% | +14.8% | +17.3% |
| 6M | +25.7% | +2.7% | +23.0% | +24.2% |
| YTD | +38.7% | +14.5% | +24.2% | +32.1% |
| 1Y | +74.7% | +17.2% | +57.5% | +64.0% |
| All | +74.7% | +18.3% | +56.4% | +64.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling