+72,065.9%
MU vs CCEP
+7,553.0%
+64,512.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.1% | +5.5% |
| 7D | -22.0% | +2.6% | -24.6% | -23.0% |
| 30D | -36.6% | +15.1% | -51.7% | -40.2% |
| 3M | -21.7% | +7.3% | -29.0% | -24.6% |
| 6M | +3.5% | +23.4% | -19.9% | -6.4% |
| YTD | +141.9% | +29.4% | +112.5% | +113.8% |
| 1Y | +189.8% | +34.2% | +155.6% | +152.2% |
| 3Y | +855.4% | +108.4% | +747.0% | +594.1% |
| 5Y | +869.2% | +147.3% | +721.9% | +557.5% |
| 10Y | +4,142.8% | +301.3% | +3,841.5% | +2,245.9% |
| All | +72,065.9% | +7,553.0% | +64,512.9% | +11,686.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling