+211.7%
MRSH vs CCEP
+236.1%
-24.5%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -4.8% | -2.8% | -1.9% | -3.9% |
| 30D | -6.3% | -4.0% | -2.3% | -5.1% |
| 3M | +5.8% | +5.2% | +0.6% | +4.1% |
| 6M | +2.8% | +2.7% | +0.1% | +1.5% |
| YTD | -3.1% | +14.5% | -17.6% | -7.8% |
| 1Y | -11.3% | +17.2% | -28.4% | -16.3% |
| 3Y | -5.0% | +79.3% | -84.3% | -23.0% |
| 5Y | +19.2% | +106.8% | -87.6% | -9.3% |
| All | +211.7% | +236.1% | -24.5% | +111.6% |
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