+654.5%
MRNA vs CCEP
+176.0%
+478.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.7% | -4.3% | -3.7% |
| 7D | -9.0% | -1.0% | -8.1% | -8.9% |
| 30D | +137.2% | -1.6% | +138.8% | +137.5% |
| 3M | +194.8% | +11.9% | +182.9% | +189.1% |
| 6M | +167.2% | +7.5% | +159.7% | +163.5% |
| YTD | +375.9% | +18.7% | +357.1% | +362.5% |
| 1Y | +465.2% | +21.4% | +443.8% | +447.4% |
| 3Y | +30.4% | +89.1% | -58.7% | +17.7% |
| 5Y | -66.8% | +108.7% | -175.5% | -71.3% |
| All | +654.5% | +176.0% | +478.5% | +516.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling