+49.9%
MRK vs CCEP
+89.1%
-39.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -2.0% | -1.4% |
| 7D | -0.9% | -1.0% | 0.0% | -0.7% |
| 30D | +15.5% | -1.6% | +17.1% | +15.9% |
| 3M | +25.1% | +11.9% | +13.2% | +20.5% |
| 6M | +30.1% | +7.5% | +22.6% | +26.7% |
| YTD | +43.1% | +18.7% | +24.4% | +35.3% |
| 1Y | +82.5% | +21.4% | +61.0% | +71.1% |
| All | +49.9% | +89.1% | -39.2% | +28.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling