-11.7%
KR vs CCEP
+24.3%
-35.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.8% |
| 7D | +1.5% | -3.1% | +4.6% | +2.2% |
| 30D | +4.1% | -2.6% | +6.7% | +4.7% |
| 3M | -5.2% | +14.9% | -20.2% | -7.1% |
| 6M | -12.8% | +2.3% | -15.0% | -12.8% |
| YTD | -4.6% | +17.8% | -22.5% | -9.3% |
| 1Y | -11.7% | +24.2% | -35.9% | -17.8% |
| All | -11.7% | +24.3% | -35.9% | -17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling