+121.6%
KRE vs CCEP
+236.5%
-114.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.9% |
| 7D | -1.4% | -5.7% | +4.3% | +1.4% |
| 30D | -3.9% | -3.4% | -0.5% | -2.4% |
| 3M | +3.6% | +5.5% | -1.9% | +0.5% |
| 6M | +15.4% | +2.2% | +13.2% | +13.4% |
| YTD | +15.2% | +14.6% | +0.6% | +6.3% |
| 1Y | +16.5% | +18.9% | -2.5% | +5.3% |
| 3Y | +85.2% | +82.6% | +2.6% | +30.2% |
| 5Y | +33.1% | +107.0% | -73.9% | -14.9% |
| All | +121.6% | +236.5% | -114.9% | +23.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling