+29.6%
KEY vs CCEP
+36.9%
-7.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.8% | -2.3% | +0.8% |
| 7D | +1.7% | +4.2% | -2.6% | +0.9% |
| 30D | +6.8% | +14.2% | -7.4% | +4.4% |
| 3M | -5.8% | +9.1% | -15.0% | -7.3% |
| 6M | +1.4% | +26.9% | -25.4% | -2.4% |
| YTD | +7.5% | +29.1% | -21.6% | +2.7% |
| 1Y | +29.6% | +36.8% | -7.2% | +19.4% |
| All | +29.6% | +36.9% | -7.3% | +19.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling