+18.5%
KEY vs CCEP
+23.2%
-4.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -1.9% |
| 7D | +2.7% | -1.0% | +3.7% | +2.9% |
| 30D | -3.2% | -1.6% | -1.6% | -3.0% |
| 3M | +1.0% | +11.9% | -10.9% | -0.9% |
| 6M | +11.9% | +7.5% | +4.4% | +9.6% |
| YTD | +8.7% | +18.7% | -10.0% | +4.8% |
| 1Y | +18.5% | +21.4% | -2.9% | +12.8% |
| All | +18.5% | +23.2% | -4.8% | +12.8% |
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