-51.2%
KHC vs CCEP
+336.4%
-387.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.1% |
| 7D | -3.3% | -0.3% | -3.0% | -3.2% |
| 30D | +9.1% | +11.0% | -1.8% | +5.5% |
| 3M | +1.4% | +9.2% | -7.8% | -1.6% |
| 6M | +8.4% | +27.2% | -18.8% | +0.1% |
| YTD | +6.2% | +30.3% | -24.1% | -3.1% |
| 1Y | +5.7% | +28.7% | -23.0% | -3.2% |
| 3Y | -12.0% | +109.4% | -121.4% | -31.5% |
| 5Y | -15.3% | +144.1% | -159.4% | -38.1% |
| All | -51.2% | +336.4% | -387.6% | -71.2% |
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 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