+231.7%
MU vs CCEP
+29.8%
+201.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.3% | +11.6% | +12.1% |
| 7D | +2.0% | +1.8% | +0.3% | +3.5% |
| 30D | -18.0% | +12.2% | -30.1% | -10.8% |
| 3M | -6.6% | +10.7% | -17.2% | +1.4% |
| 6M | +2.0% | +27.5% | -25.4% | +16.6% |
| YTD | +184.5% | +31.3% | +153.1% | +271.2% |
| All | +231.7% | +29.8% | +201.8% | +341.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling