+233.4%
CCEP vs MDY
+177.6%
+55.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -1.9% |
| 7D | -3.7% | -0.8% | -2.9% | -3.2% |
| 30D | -2.1% | -3.9% | +1.8% | +0.3% |
| 3M | +7.2% | 0.0% | +7.2% | +6.9% |
| 6M | +3.3% | +8.5% | -5.3% | -2.3% |
| YTD | +15.7% | +13.2% | +2.5% | +6.3% |
| 1Y | +16.6% | +15.0% | +1.5% | +5.7% |
| 3Y | +84.3% | +49.6% | +34.7% | +35.7% |
| 5Y | +109.0% | +46.0% | +63.0% | +54.9% |
| All | +233.4% | +177.6% | +55.9% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling