+1,078.2%
KEY vs CCEP
+6,869.6%
-5,791.5%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +1.5% |
| 7D | +2.2% | -3.1% | +5.3% | +3.5% |
| 30D | -3.0% | -2.6% | -0.4% | -2.1% |
| 3M | +3.3% | +14.9% | -11.6% | -2.6% |
| 6M | +9.2% | +2.3% | +6.9% | +7.6% |
| YTD | +10.6% | +17.8% | -7.2% | +2.7% |
| 1Y | +20.4% | +24.2% | -3.8% | +9.1% |
| 3Y | +121.8% | +84.7% | +37.1% | +68.9% |
| 5Y | +41.1% | +103.2% | -62.1% | +2.2% |
| 10Y | +168.5% | +257.4% | -88.8% | +56.8% |
| All | +1,078.2% | +6,869.6% | -5,791.5% | +177.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling