+5,778.3%
MU vs CCEP
+244.1%
+5,534.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.4% | -1.9% |
| 7D | +7.2% | -1.0% | +8.1% | +7.5% |
| 30D | +14.0% | -1.6% | +15.6% | +14.4% |
| 3M | +5.4% | +11.9% | -6.5% | -1.0% |
| 6M | +170.3% | +7.5% | +162.8% | +157.3% |
| YTD | +250.7% | +18.7% | +231.9% | +217.2% |
| 1Y | +662.1% | +21.4% | +640.7% | +577.1% |
| 3Y | +1,341.2% | +89.1% | +1,252.1% | +904.5% |
| 5Y | +1,319.3% | +108.7% | +1,210.6% | +825.7% |
| 10Y | +5,778.3% | +241.0% | +5,537.3% | +2,931.9% |
| All | +5,778.3% | +244.1% | +5,534.2% | +2,931.9% |
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