+34.4%
KGC vs CCEP
+23.2%
+11.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.1% | -2.5% |
| 7D | +2.4% | -1.0% | +3.4% | +2.7% |
| 30D | +9.2% | -1.6% | +10.8% | +9.6% |
| 3M | +16.7% | +11.9% | +4.9% | +14.0% |
| 6M | -7.0% | +7.5% | -14.5% | -9.1% |
| YTD | +7.5% | +18.7% | -11.2% | +10.2% |
| 1Y | +34.4% | +21.4% | +13.0% | +39.6% |
| All | +34.4% | +23.2% | +11.1% | +39.6% |
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 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