+129,057.7%
KLAC vs CCEP
+7,713.8%
+121,343.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.4% | -4.6% | -3.6% |
| 7D | +10.0% | +2.1% | +7.9% | +9.3% |
| 30D | -14.8% | +10.6% | -25.4% | -17.8% |
| 3M | -27.2% | +10.3% | -37.5% | -29.9% |
| 6M | -17.5% | +31.1% | -48.5% | -25.3% |
| YTD | +25.8% | +32.1% | -6.3% | +13.4% |
| 1Y | +31.8% | +32.8% | -1.0% | +18.6% |
| 3Y | +195.3% | +111.3% | +84.0% | +126.9% |
| 5Y | +285.9% | +147.5% | +138.4% | +182.2% |
| 10Y | +2,247.6% | +338.1% | +1,909.5% | +1,319.3% |
| All | +129,057.7% | +7,713.8% | +121,343.9% | +26,660.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling