+13.4%
KDP vs CCEP
+140.3%
-126.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.8% | -6.6% | -7.1% |
| 7D | -4.0% | -0.3% | -3.7% | -3.8% |
| 30D | +8.5% | +11.0% | -2.5% | +4.3% |
| 3M | +20.7% | +9.2% | +11.5% | +16.8% |
| 6M | +23.2% | +27.2% | -4.0% | +12.8% |
| YTD | +30.5% | +30.3% | +0.2% | +18.1% |
| 1Y | +35.9% | +28.7% | +7.2% | +23.5% |
| 3Y | +24.8% | +109.4% | -84.6% | -4.0% |
| 5Y | +13.4% | +144.1% | -130.7% | -17.0% |
| All | +13.4% | +140.3% | -126.9% | -17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling