+38.7%
KMB vs CCEP
+299.9%
-261.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.2% | +2.1% | +2.9% |
| 7D | +3.4% | +1.7% | +1.7% | +3.0% |
| 30D | +14.7% | +12.7% | +2.0% | +11.2% |
| 3M | +3.3% | +8.5% | -5.2% | +1.1% |
| 6M | +16.8% | +25.6% | -8.8% | +10.2% |
| YTD | +15.2% | +30.9% | -15.7% | +7.5% |
| 1Y | +13.3% | +32.0% | -18.7% | +5.5% |
| 3Y | +5.4% | +110.9% | -105.5% | -12.2% |
| 5Y | +2.7% | +138.5% | -135.7% | -17.7% |
| 10Y | +38.7% | +302.3% | -263.7% | -5.6% |
| All | +38.7% | +299.9% | -261.3% | -5.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling