+96.0%
KEYS vs CCEP
+24.3%
+71.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.1% | +4.5% | +1.3% |
| 7D | +2.3% | -3.1% | +5.3% | +2.1% |
| 30D | -2.6% | -2.6% | 0.0% | -2.7% |
| 3M | -4.6% | +14.9% | -19.6% | -6.8% |
| 6M | +8.7% | +2.3% | +6.5% | +7.0% |
| YTD | +61.0% | +17.8% | +43.2% | +63.6% |
| 1Y | +96.0% | +24.2% | +71.8% | +100.9% |
| All | +96.0% | +24.3% | +71.7% | +100.9% |
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 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