+975.0%
MU vs CCEP
+142.3%
+832.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.3% | +11.6% | +11.8% |
| 7D | +2.0% | +1.8% | +0.3% | +1.5% |
| 30D | -18.0% | +12.2% | -30.1% | -21.0% |
| 3M | -6.6% | +10.7% | -17.2% | -10.0% |
| 6M | +2.0% | +27.5% | -25.4% | -8.3% |
| YTD | +184.5% | +31.3% | +153.1% | +150.8% |
| 1Y | +236.9% | +29.9% | +207.0% | +198.4% |
| 3Y | +987.0% | +111.1% | +875.9% | +596.1% |
| All | +975.0% | +142.3% | +832.7% | +497.4% |
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