+26.8%
KEY vs CCEP
+30.9%
-4.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.4% |
| 7D | +2.9% | +2.1% | +0.8% | +2.6% |
| 30D | +8.4% | +10.6% | -2.1% | +6.7% |
| 3M | -5.8% | +10.3% | -16.1% | -7.3% |
| 6M | +5.4% | +31.1% | -25.6% | +1.4% |
| YTD | +7.1% | +32.1% | -25.1% | +3.3% |
| 1Y | +26.8% | +32.8% | -6.0% | +22.1% |
| All | +26.8% | +30.9% | -4.1% | +22.1% |
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