+96.8%
CCEP vs MNDY
-50.8%
+147.6%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.0% | -5.9% | -1.2% |
| 7D | -5.7% | -12.5% | +6.7% | -5.0% |
| 30D | -3.4% | -2.6% | -0.8% | -3.4% |
| 3M | +5.5% | +4.2% | +1.3% | +4.9% |
| 6M | +2.2% | +9.8% | -7.5% | +1.0% |
| YTD | +14.6% | -42.3% | +56.9% | +17.6% |
| 1Y | +18.9% | -54.5% | +73.5% | +23.7% |
| 3Y | +82.6% | -50.3% | +132.8% | +83.1% |
| 5Y | +107.0% | -77.1% | +184.1% | +101.2% |
| All | +96.8% | -50.8% | +147.6% | +102.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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