+229.2%
KGC vs CCEP
+7,553.0%
-7,323.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.0% | +4.0% | +3.1% |
| 7D | +10.5% | +2.6% | +7.9% | +10.2% |
| 30D | -4.1% | +15.1% | -19.2% | -5.7% |
| 3M | -13.1% | +7.3% | -20.4% | -13.9% |
| 6M | -27.5% | +23.4% | -51.0% | -29.5% |
| YTD | -20.7% | +29.4% | -50.1% | -23.2% |
| 1Y | -6.1% | +34.2% | -40.3% | -9.5% |
| 3Y | +318.6% | +108.4% | +210.3% | +283.0% |
| 5Y | +289.9% | +147.3% | +142.7% | +249.1% |
| 10Y | +501.8% | +301.3% | +200.5% | +401.3% |
| All | +229.2% | +7,553.0% | -7,323.8% | +87.2% |
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