+113.6%
KEY vs CCEP
+299.9%
-186.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.2% | +1.5% | +2.0% |
| 7D | -0.4% | +1.7% | -2.0% | -1.4% |
| 30D | +7.2% | +12.7% | -5.5% | -0.3% |
| 3M | -4.9% | +8.5% | -13.4% | -9.8% |
| 6M | +1.1% | +25.6% | -24.5% | -12.5% |
| YTD | +6.8% | +30.9% | -24.1% | -10.7% |
| 1Y | +23.3% | +32.0% | -8.7% | +2.4% |
| 3Y | +126.1% | +110.9% | +15.1% | +34.9% |
| 5Y | +15.2% | +138.5% | -123.3% | -38.4% |
| 10Y | +113.6% | +302.3% | -188.7% | -4.6% |
| All | +113.6% | +299.9% | -186.3% | -4.6% |
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