+33.5%
KDP vs CCEP
+112.6%
-79.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.6% |
| 7D | +4.0% | +1.8% | +2.2% | +3.1% |
| 30D | +16.8% | +12.2% | +4.6% | +11.0% |
| 3M | +32.0% | +10.7% | +21.4% | +26.2% |
| 6M | +35.2% | +27.5% | +7.7% | +22.0% |
| YTD | +40.9% | +31.3% | +9.6% | +25.2% |
| 1Y | +47.7% | +29.9% | +17.8% | +31.7% |
| All | +33.5% | +112.6% | -79.1% | +2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling