+2,981.5%
MUU vs CCEP
+24.3%
+2,957.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -3.1% | +14.7% | +8.1% |
| 7D | +17.4% | -3.1% | +20.4% | +13.8% |
| 30D | +24.0% | -2.6% | +26.6% | +21.7% |
| 3M | -23.9% | +14.9% | -38.8% | -11.8% |
| 6M | +284.4% | +2.3% | +282.2% | +294.1% |
| YTD | +583.7% | +17.8% | +565.9% | +835.4% |
| 1Y | +2,981.5% | +24.2% | +2,957.3% | +4,461.9% |
| All | +2,981.5% | +24.3% | +2,957.2% | +4,461.9% |
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