+1,348.1%
MUU vs CCEP
+58.3%
+1,289.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.7% |
| 7D | +43.7% | -0.3% | +44.0% | +43.3% |
| 30D | -37.2% | +11.0% | -48.2% | -33.4% |
| 3M | -36.1% | +9.2% | -45.3% | -32.1% |
| 6M | -35.7% | +27.2% | -62.9% | -31.9% |
| YTD | +264.0% | +30.3% | +233.7% | +290.2% |
| 1Y | +359.1% | +28.7% | +330.4% | +394.5% |
| All | +1,348.1% | +58.3% | +1,289.8% | +1,100.5% |
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