+2,838.9%
KLAC vs CCEP
+236.5%
+2,602.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.8% |
| 7D | +2.5% | -5.7% | +8.2% | +4.9% |
| 30D | -11.5% | -3.4% | -8.1% | -10.5% |
| 3M | -16.9% | +5.5% | -22.4% | -19.9% |
| 6M | +22.2% | +2.2% | +20.0% | +19.3% |
| YTD | +46.4% | +14.6% | +31.7% | +35.4% |
| 1Y | +91.0% | +18.9% | +72.1% | +72.7% |
| 3Y | +264.6% | +82.6% | +182.0% | +163.0% |
| 5Y | +430.6% | +107.0% | +323.6% | +256.2% |
| All | +2,838.9% | +236.5% | +2,602.4% | +1,492.3% |
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