+24.1%
KWEB vs CCEP
+452.1%
-428.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.4% | -2.9% |
| 7D | -1.3% | -1.0% | -0.3% | -1.0% |
| 30D | -11.5% | -1.6% | -9.9% | -11.2% |
| 3M | -2.9% | +11.9% | -14.8% | -6.7% |
| 6M | -14.6% | +7.5% | -22.1% | -17.0% |
| YTD | -25.5% | +18.7% | -44.3% | -30.2% |
| 1Y | -31.1% | +21.4% | -52.5% | -36.0% |
| 3Y | +3.0% | +89.1% | -86.1% | -18.7% |
| 5Y | -42.6% | +108.7% | -151.3% | -56.8% |
| 10Y | -21.1% | +241.0% | -262.1% | -51.2% |
| All | +24.1% | +452.1% | -428.0% | -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