+13.0%
KEY vs CCEP
+140.3%
-127.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.2% |
| 7D | +1.8% | -0.3% | +2.1% | +1.9% |
| 30D | +7.1% | +11.0% | -3.8% | +2.6% |
| 3M | -5.9% | +9.2% | -15.1% | -9.5% |
| 6M | +2.2% | +27.2% | -25.0% | -8.1% |
| YTD | +6.4% | +30.3% | -23.9% | -6.1% |
| 1Y | +24.8% | +28.7% | -3.9% | +10.7% |
| 3Y | +125.2% | +109.4% | +15.8% | +50.6% |
| 5Y | +13.0% | +144.1% | -131.1% | -33.9% |
| All | +13.0% | +140.3% | -127.4% | -33.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling