+2,423.9%
MUU vs CCEP
+39.3%
+2,384.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.9% | -8.4% | -9.6% |
| 7D | +3.6% | -5.7% | +9.3% | +2.0% |
| 30D | +22.3% | -3.4% | +25.7% | +21.4% |
| 3M | -8.2% | +5.5% | -13.7% | -8.3% |
| 6M | +256.3% | +2.2% | +254.1% | +256.9% |
| YTD | +534.4% | +14.6% | +519.8% | +534.2% |
| 1Y | +2,163.5% | +18.9% | +2,144.6% | +2,093.4% |
| All | +2,423.9% | +39.3% | +2,384.6% | +1,851.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling