+144.9%
KMI vs CCEP
+140.5%
+4.4%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.2% |
| 7D | +0.2% | +1.8% | -1.5% | -0.1% |
| 30D | -3.7% | +12.2% | -15.8% | -6.2% |
| 3M | +1.2% | +10.7% | -9.4% | -1.2% |
| 6M | -0.3% | +27.5% | -27.7% | -6.2% |
| YTD | +19.2% | +31.3% | -12.1% | +10.9% |
| 1Y | +21.7% | +29.9% | -8.2% | +13.5% |
| 3Y | +120.4% | +111.1% | +9.3% | +80.9% |
| 5Y | +144.9% | +142.3% | +2.6% | +92.5% |
| All | +144.9% | +140.5% | +4.4% | +92.5% |
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 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