+279.1%
KLAC vs CCEP
+84.3%
+194.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.6% | -0.6% | -3.1% |
| 7D | +6.2% | -3.7% | +9.9% | +6.3% |
| 30D | -5.0% | -2.1% | -2.9% | -5.0% |
| 3M | -14.4% | +7.2% | -21.6% | -15.7% |
| 6M | +28.3% | +3.3% | +25.0% | +26.8% |
| YTD | +51.1% | +15.7% | +35.4% | +47.5% |
| 1Y | +100.4% | +16.6% | +83.8% | +95.0% |
| All | +279.1% | +84.3% | +194.8% | +211.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling