+126.8%
CCEP vs MNDY
-55.0%
+181.7%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.2% | +1.3% |
| 7D | +2.1% | -11.3% | +13.4% | +2.8% |
| 30D | +10.6% | -10.8% | +21.4% | +11.3% |
| 3M | +10.3% | -17.3% | +27.6% | +11.3% |
| 6M | +31.1% | +15.2% | +15.9% | +29.2% |
| YTD | +32.1% | -47.1% | +79.3% | +36.1% |
| 1Y | +32.8% | -51.4% | +84.3% | +37.5% |
| 3Y | +111.3% | -49.6% | +161.0% | +111.4% |
| 5Y | +147.5% | -78.6% | +226.1% | +141.0% |
| All | +126.8% | -55.0% | +181.7% | +134.3% |
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