+123.6%
CCEP vs MNDY
-55.5%
+179.1%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.7% |
| 7D | -0.3% | -17.9% | +17.6% | +0.9% |
| 30D | +11.0% | -9.0% | +20.0% | +11.5% |
| 3M | +9.2% | -10.4% | +19.6% | +9.6% |
| 6M | +27.2% | +7.0% | +20.2% | +25.9% |
| YTD | +30.3% | -47.8% | +78.1% | +34.3% |
| 1Y | +28.7% | -51.6% | +80.3% | +33.2% |
| 3Y | +109.4% | -45.0% | +154.4% | +107.8% |
| 5Y | +144.1% | -78.8% | +222.9% | +137.9% |
| All | +123.6% | -55.5% | +179.1% | +131.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling