+4,934.8%
KNX vs CCEP
+5,835.5%
-900.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.1% | +6.9% | +4.4% |
| 7D | +7.4% | -3.1% | +10.4% | +8.0% |
| 30D | +2.0% | -2.6% | +4.6% | +2.4% |
| 3M | -7.9% | +14.9% | -22.8% | -10.7% |
| 6M | +14.4% | +2.3% | +12.1% | +13.5% |
| YTD | +38.9% | +17.8% | +21.1% | +33.7% |
| 1Y | +65.9% | +24.2% | +41.7% | +57.8% |
| 3Y | +35.8% | +84.7% | -48.9% | +17.8% |
| 5Y | +43.3% | +103.2% | -59.9% | +20.9% |
| 10Y | +179.6% | +257.4% | -77.8% | +105.6% |
| All | +4,934.8% | +5,835.5% | -900.7% | +2,071.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling