+162.3%
KMI vs CCEP
+110.6%
+51.6%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.7% |
| 7D | -0.4% | -1.0% | +0.6% | -0.2% |
| 30D | +3.7% | -1.6% | +5.3% | +4.0% |
| 3M | +3.2% | +11.9% | -8.7% | +0.2% |
| 6M | -3.0% | +7.5% | -10.4% | -5.0% |
| YTD | +19.7% | +18.7% | +0.9% | +14.0% |
| 1Y | +25.6% | +21.4% | +4.2% | +18.8% |
| 3Y | +120.2% | +89.1% | +31.1% | +85.4% |
| All | +162.3% | +110.6% | +51.6% | +115.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling