+16.4%
KMI vs CCEP
+18.3%
-1.9%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -1.7% | -2.8% | +1.1% | -1.5% |
| 30D | -2.7% | -4.0% | +1.3% | -2.5% |
| 3M | -0.7% | +5.2% | -5.9% | -1.4% |
| 6M | -5.0% | +2.7% | -7.7% | -5.1% |
| YTD | +15.5% | +14.5% | +0.9% | +12.5% |
| 1Y | +16.4% | +17.2% | -0.7% | +13.7% |
| All | +16.4% | +18.3% | -1.9% | +13.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling