+157,277.0%
KLAC vs CCEP
+6,869.6%
+150,407.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.1% | +10.4% | +8.3% |
| 7D | +5.7% | -3.1% | +8.8% | +6.6% |
| 30D | -3.6% | -2.6% | -1.0% | -3.0% |
| 3M | -12.8% | +14.9% | -27.7% | -17.3% |
| 6M | +26.1% | +2.3% | +23.8% | +24.0% |
| YTD | +53.3% | +17.8% | +35.5% | +44.0% |
| 1Y | +113.7% | +24.2% | +89.5% | +96.7% |
| 3Y | +274.9% | +84.7% | +190.2% | +201.8% |
| 5Y | +470.1% | +103.2% | +367.0% | +344.6% |
| 10Y | +2,997.0% | +257.4% | +2,739.6% | +1,895.3% |
| All | +157,277.0% | +6,869.6% | +150,407.3% | +33,871.7% |
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