+78.1%
MDLZ vs CCEP
+251.0%
-172.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.9% |
| 7D | -1.7% | -3.1% | +1.3% | -0.6% |
| 30D | -2.1% | -2.6% | +0.5% | -1.2% |
| 3M | +1.3% | +14.9% | -13.6% | -3.8% |
| 6M | +6.2% | +2.3% | +3.9% | +5.0% |
| YTD | +15.8% | +17.8% | -2.1% | +8.5% |
| 1Y | +4.1% | +24.2% | -20.1% | -4.4% |
| 3Y | -4.1% | +84.7% | -88.8% | -24.2% |
| 5Y | +13.4% | +103.2% | -89.8% | -14.7% |
| All | +78.1% | +251.0% | -172.9% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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