+29.1%
MRNA vs CCEP
+82.6%
-53.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.7% | +0.8% |
| 7D | -8.2% | -5.7% | -2.5% | -7.6% |
| 30D | +125.6% | -3.4% | +129.0% | +126.0% |
| 3M | +197.1% | +5.5% | +191.6% | +191.2% |
| 6M | +148.5% | +2.2% | +146.3% | +144.8% |
| YTD | +363.3% | +14.6% | +348.6% | +349.0% |
| 1Y | +462.0% | +18.9% | +443.1% | +440.3% |
| All | +29.1% | +82.6% | -53.5% | +6.4% |
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