+1,844.7%
KMB vs CCEP
+7,553.0%
-5,708.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.6% |
| 7D | +0.5% | +2.6% | -2.1% | 0.0% |
| 30D | +12.4% | +15.1% | -2.8% | +9.4% |
| 3M | +1.0% | +7.3% | -6.3% | -0.3% |
| 6M | +12.1% | +23.4% | -11.3% | +7.8% |
| YTD | +11.6% | +29.4% | -17.8% | +6.2% |
| 1Y | +13.1% | +34.2% | -21.1% | +6.9% |
| 3Y | +1.6% | +108.4% | -106.8% | -11.7% |
| 5Y | -0.3% | +147.3% | -147.6% | -16.8% |
| 10Y | +37.9% | +301.3% | -263.4% | +2.5% |
| All | +1,844.7% | +7,553.0% | -5,708.3% | +708.5% |
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