+133,280.4%
KLAC vs CCEP
+7,605.8%
+125,674.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.1% |
| 7D | +21.2% | -0.3% | +21.5% | +21.3% |
| 30D | -14.5% | +11.0% | -25.5% | -17.6% |
| 3M | -24.4% | +9.2% | -33.6% | -27.0% |
| 6M | -12.9% | +27.2% | -40.1% | -20.5% |
| YTD | +29.9% | +30.3% | -0.4% | +17.7% |
| 1Y | +31.9% | +28.7% | +3.2% | +19.8% |
| 3Y | +201.5% | +109.4% | +92.1% | +132.3% |
| 5Y | +298.6% | +144.1% | +154.5% | +192.7% |
| 10Y | +2,324.4% | +332.0% | +1,992.3% | +1,372.1% |
| All | +133,280.4% | +7,605.8% | +125,674.6% | +27,655.8% |
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 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