+113.7%
KLAC vs CCEP
+24.3%
+89.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.1% | +10.4% | +6.3% |
| 7D | +5.7% | -3.1% | +8.8% | +4.8% |
| 30D | -3.6% | -2.6% | -1.0% | -4.3% |
| 3M | -12.8% | +14.9% | -27.7% | -12.0% |
| 6M | +26.1% | +2.3% | +23.8% | +24.5% |
| YTD | +53.3% | +17.8% | +35.5% | +65.4% |
| 1Y | +113.7% | +24.2% | +89.5% | +137.1% |
| All | +113.7% | +24.3% | +89.4% | +137.1% |
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