-21.9%
KVUE vs CCEP
+78.5%
-100.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.1% |
| 7D | -1.9% | -1.0% | -0.9% | -1.6% |
| 30D | -3.3% | -1.6% | -1.7% | -2.8% |
| 3M | +6.0% | +11.9% | -5.9% | +1.5% |
| 6M | +2.3% | +7.5% | -5.1% | -0.7% |
| YTD | +10.3% | +18.7% | -8.4% | +3.1% |
| 1Y | +4.6% | +21.4% | -16.8% | -3.1% |
| 3Y | -2.2% | +89.1% | -91.3% | -23.9% |
| All | -21.9% | +78.5% | -100.4% | -37.3% |
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