+40.9%
KNX vs CCEP
+36.9%
+4.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.8% | -4.6% | -1.3% |
| 7D | +2.5% | +4.2% | -1.8% | +1.7% |
| 30D | -4.4% | +14.2% | -18.6% | -6.9% |
| 3M | -12.7% | +9.1% | -21.8% | -14.3% |
| 6M | +0.9% | +26.9% | -26.0% | -5.9% |
| YTD | +20.3% | +29.1% | -8.8% | +13.3% |
| 1Y | +40.9% | +36.8% | +4.2% | +27.1% |
| All | +40.9% | +36.9% | +4.0% | +27.1% |
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