+13.6%
KNX vs CCEP
+147.2%
-133.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.4% | +1.9% | +2.9% |
| 7D | +9.2% | +2.1% | +7.1% | +8.6% |
| 30D | +0.9% | +10.6% | -9.7% | -2.2% |
| 3M | -12.7% | +10.3% | -23.0% | -15.5% |
| 6M | +7.3% | +31.1% | -23.8% | -2.0% |
| YTD | +23.1% | +32.1% | -9.0% | +12.0% |
| 1Y | +47.1% | +32.8% | +14.2% | +33.5% |
| 3Y | +33.3% | +111.3% | -78.1% | -1.9% |
| All | +13.6% | +147.2% | -133.6% | -25.4% |
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