+80.8%
KEYS vs CCEP
+105.7%
-24.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.3% |
| 7D | +0.9% | -5.7% | +6.7% | +2.9% |
| 30D | -5.3% | -3.4% | -1.8% | -4.3% |
| 3M | +0.5% | +5.5% | -5.0% | -2.4% |
| 6M | +14.0% | +2.2% | +11.8% | +11.9% |
| YTD | +60.3% | +14.6% | +45.6% | +50.2% |
| 1Y | +91.3% | +18.9% | +72.4% | +76.0% |
| 3Y | +146.1% | +82.6% | +63.5% | +81.3% |
| 5Y | +80.8% | +107.0% | -26.2% | +23.4% |
| All | +80.8% | +105.7% | -24.9% | +23.4% |
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