+109.0%
CCEP vs MDY
+45.8%
+63.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -2.0% |
| 7D | -3.7% | -0.8% | -2.9% | -3.3% |
| 30D | -2.1% | -3.9% | +1.8% | -0.2% |
| 3M | +7.2% | 0.0% | +7.2% | +7.0% |
| 6M | +3.3% | +8.5% | -5.3% | -1.2% |
| YTD | +15.7% | +13.2% | +2.5% | +8.1% |
| 1Y | +16.6% | +15.0% | +1.5% | +7.8% |
| 3Y | +84.3% | +49.6% | +34.7% | +41.2% |
| 5Y | +109.0% | +46.0% | +63.0% | +60.6% |
| All | +109.0% | +45.8% | +63.2% | +60.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling