+1,013.4%
KEY vs CCEP
+7,629.5%
-6,616.1%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.0% | -3.2% |
| 7D | -2.5% | +5.7% | -8.2% | -4.7% |
| 30D | +4.1% | +15.3% | -11.2% | -1.9% |
| 3M | -8.4% | +8.0% | -16.4% | -11.4% |
| 6M | -2.3% | +26.7% | -29.0% | -11.7% |
| YTD | +4.6% | +30.7% | -26.1% | -7.2% |
| 1Y | +24.6% | +36.5% | -12.0% | +8.6% |
| 3Y | +112.8% | +111.1% | +1.6% | +53.2% |
| 5Y | +12.9% | +149.7% | -136.8% | -24.8% |
| 10Y | +126.7% | +305.3% | -178.7% | +25.7% |
| All | +1,013.4% | +7,629.5% | -6,616.1% | +150.6% |
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