+4,815.5%
KO vs CCEP
+7,713.8%
-2,898.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.5% | +1.4% |
| 7D | +3.7% | +2.1% | +1.6% | +3.1% |
| 30D | +8.1% | +10.6% | -2.4% | +4.8% |
| 3M | +14.2% | +10.3% | +3.9% | +10.8% |
| 6M | +25.2% | +31.1% | -5.9% | +15.2% |
| YTD | +44.7% | +32.1% | +12.6% | +32.6% |
| 1Y | +43.4% | +32.8% | +10.5% | +31.1% |
| 3Y | +90.1% | +111.3% | -21.3% | +50.3% |
| 5Y | +103.0% | +147.5% | -44.6% | +51.3% |
| 10Y | +229.8% | +338.1% | -108.3% | +102.1% |
| All | +4,815.5% | +7,713.8% | -2,898.3% | +1,131.3% |
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