+82.6%
KO vs CCEP
+107.2%
-24.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.6% |
| 7D | +0.2% | -2.8% | +3.1% | +1.3% |
| 30D | +1.8% | -4.0% | +5.8% | +3.4% |
| 3M | +7.7% | +5.2% | +2.5% | +5.6% |
| 6M | +15.3% | +2.7% | +12.5% | +13.9% |
| YTD | +28.0% | +14.5% | +13.5% | +21.4% |
| 1Y | +34.3% | +17.2% | +17.1% | +26.3% |
| 3Y | +63.8% | +79.3% | -15.5% | +31.9% |
| All | +82.6% | +107.2% | -24.6% | +38.5% |
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