+67.7%
KORU vs CCEP
+105.2%
-37.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.1% | +3.7% |
| 7D | +20.1% | -3.7% | +23.8% | +23.4% |
| 30D | +47.5% | -2.1% | +49.6% | +47.9% |
| 3M | -30.1% | +7.2% | -37.2% | -39.1% |
| 6M | +20.1% | +3.3% | +16.9% | +7.6% |
| YTD | +166.6% | +15.7% | +150.9% | +113.8% |
| 1Y | +458.9% | +16.6% | +442.4% | +331.0% |
| 3Y | +531.8% | +84.3% | +447.5% | +158.9% |
| 5Y | +67.7% | +109.0% | -41.3% | -40.6% |
| All | +67.7% | +105.2% | -37.6% | -40.6% |
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