+1,319.3%
MU vs CCEP
+108.6%
+1,210.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.4% | -1.9% |
| 7D | +7.2% | -1.0% | +8.1% | +7.4% |
| 30D | +14.0% | -1.6% | +15.6% | +14.3% |
| 3M | +5.4% | +11.9% | -6.5% | -0.2% |
| 6M | +170.3% | +7.5% | +162.8% | +159.2% |
| YTD | +250.7% | +18.7% | +231.9% | +220.5% |
| 1Y | +662.1% | +21.4% | +640.7% | +583.7% |
| 3Y | +1,341.2% | +89.1% | +1,252.1% | +870.9% |
| 5Y | +1,319.3% | +108.7% | +1,210.6% | +764.9% |
| All | +1,319.3% | +108.6% | +1,210.8% | +764.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling