+359.1%
MUU vs CCEP
+28.8%
+330.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -4.4% |
| 7D | +43.7% | -0.3% | +44.0% | +42.8% |
| 30D | -37.2% | +11.0% | -48.2% | -26.0% |
| 3M | -36.1% | +9.2% | -45.3% | -24.4% |
| 6M | -35.7% | +27.2% | -62.9% | -14.6% |
| YTD | +264.0% | +30.3% | +233.7% | +529.6% |
| 1Y | +359.1% | +28.7% | +330.4% | +731.4% |
| All | +359.1% | +28.8% | +330.3% | +731.4% |
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 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