+489.1%
KLAC vs CCEP
+108.6%
+380.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.5% |
| 7D | +10.6% | -1.0% | +11.6% | +10.9% |
| 30D | -4.5% | -1.6% | -2.9% | -4.1% |
| 3M | -10.3% | +11.9% | -22.1% | -15.7% |
| 6M | +40.9% | +7.5% | +33.4% | +34.6% |
| YTD | +56.1% | +18.7% | +37.4% | +41.9% |
| 1Y | +109.0% | +21.4% | +87.6% | +86.6% |
| 3Y | +288.8% | +89.1% | +199.7% | +156.5% |
| 5Y | +489.1% | +108.7% | +380.4% | +261.8% |
| All | +489.1% | +108.6% | +380.6% | +261.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling