+38.7%
KNX vs CCEP
+107.2%
-68.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -5.6% | -2.8% | -2.8% | -4.8% |
| 30D | -4.4% | -4.0% | -0.4% | -3.4% |
| 3M | -17.3% | +5.2% | -22.5% | -19.0% |
| 6M | +22.6% | +2.7% | +19.9% | +20.9% |
| YTD | +31.1% | +14.5% | +16.6% | +24.8% |
| 1Y | +60.2% | +17.2% | +43.0% | +51.2% |
| 3Y | +35.8% | +79.3% | -43.6% | +6.2% |
| All | +38.7% | +107.2% | -68.4% | -0.4% |
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