+4,200.1%
KR vs CCEP
+6,921.7%
-2,721.6%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.1% | -2.5% |
| 7D | -1.3% | -1.0% | -0.3% | -1.1% |
| 30D | +1.5% | -1.6% | +3.1% | +1.8% |
| 3M | -8.5% | +11.9% | -20.4% | -10.3% |
| 6M | -21.9% | +7.5% | -29.3% | -23.0% |
| YTD | -6.9% | +18.7% | -25.6% | -9.9% |
| 1Y | -14.0% | +21.4% | -35.4% | -17.1% |
| 3Y | +30.3% | +89.1% | -58.8% | +15.9% |
| 5Y | +37.7% | +108.7% | -71.0% | +19.1% |
| 10Y | +125.2% | +241.0% | -115.8% | +70.8% |
| All | +4,200.1% | +6,921.7% | -2,721.6% | +1,363.7% |
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