+674.0%
MRNA vs CCEP
+166.2%
+507.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.5% | +5.4% |
| 7D | -1.1% | -2.8% | +1.7% | -0.7% |
| 30D | +126.1% | -4.0% | +130.1% | +127.1% |
| 3M | +190.0% | +5.2% | +184.8% | +187.0% |
| 6M | +157.2% | +2.7% | +154.5% | +155.2% |
| YTD | +388.2% | +14.5% | +373.7% | +376.8% |
| 1Y | +467.0% | +17.2% | +449.9% | +451.8% |
| 3Y | +36.1% | +79.3% | -43.3% | +23.8% |
| 5Y | -68.0% | +106.8% | -174.7% | -72.1% |
| All | +674.0% | +166.2% | +507.8% | +535.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling