+2,323.7%
KLAC vs CCEP
+336.4%
+1,987.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.0% |
| 7D | +21.2% | -0.3% | +21.5% | +21.4% |
| 30D | -14.5% | +11.0% | -25.5% | -18.6% |
| 3M | -24.4% | +9.2% | -33.6% | -27.8% |
| 6M | -12.9% | +27.2% | -40.1% | -23.3% |
| YTD | +29.9% | +30.3% | -0.4% | +13.0% |
| 1Y | +31.9% | +28.7% | +3.2% | +15.2% |
| 3Y | +201.5% | +109.4% | +92.1% | +102.9% |
| 5Y | +298.6% | +144.1% | +154.5% | +146.3% |
| All | +2,323.7% | +336.4% | +1,987.3% | +1,104.3% |
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