+538.5%
KGC vs CCEP
+299.9%
+238.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.2% | +1.6% | +2.6% |
| 7D | +11.1% | +1.7% | +9.5% | +10.9% |
| 30D | -3.7% | +12.7% | -16.4% | -5.4% |
| 3M | -17.2% | +8.5% | -25.7% | -18.2% |
| 6M | -27.3% | +25.6% | -52.8% | -29.7% |
| YTD | -18.5% | +30.9% | -49.5% | -21.5% |
| 1Y | -5.7% | +32.0% | -37.7% | -9.2% |
| 3Y | +336.5% | +110.9% | +225.5% | +299.5% |
| 5Y | +298.7% | +138.5% | +160.2% | +258.2% |
| 10Y | +538.5% | +302.3% | +236.2% | +524.8% |
| All | +538.5% | +299.9% | +238.6% | +524.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling