+23.5%
KEY vs CCEP
+31.1%
-7.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | -0.5% | +1.8% | -2.3% | -0.8% |
| 30D | +6.7% | +12.2% | -5.5% | +4.8% |
| 3M | -4.6% | +10.7% | -15.3% | -6.2% |
| 6M | +2.6% | +27.5% | -24.9% | -1.1% |
| YTD | +7.0% | +31.3% | -24.4% | +2.8% |
| 1Y | +23.5% | +29.9% | -6.4% | +19.8% |
| All | +23.5% | +31.1% | -7.7% | +19.8% |
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