-69.6%
MRNA vs CCEP
+105.7%
-175.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.7% | +1.1% |
| 7D | -8.2% | -5.7% | -2.5% | -6.2% |
| 30D | +125.6% | -3.4% | +129.0% | +127.6% |
| 3M | +197.1% | +5.5% | +191.6% | +188.0% |
| 6M | +148.5% | +2.2% | +146.3% | +143.7% |
| YTD | +363.3% | +14.6% | +348.6% | +332.2% |
| 1Y | +462.0% | +18.9% | +443.1% | +415.2% |
| 3Y | +26.9% | +82.6% | -55.7% | -9.7% |
| 5Y | -69.6% | +107.0% | -176.6% | -81.1% |
| All | -69.6% | +105.7% | -175.3% | -81.1% |
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