+189.8%
MU vs CCEP
+32.5%
+157.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.2% | +5.1% | +7.1% |
| 7D | -12.0% | +1.7% | -13.7% | -10.5% |
| 30D | -28.7% | +12.7% | -41.4% | -22.2% |
| 3M | -16.4% | +8.5% | -24.9% | -10.1% |
| 6M | -1.8% | +25.6% | -27.4% | +12.9% |
| YTD | +157.1% | +30.9% | +126.1% | +237.8% |
| All | +189.8% | +32.5% | +157.3% | +283.3% |
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