+141.8%
CCEP vs LBRT
+13.8%
+128.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +0.1% |
| 7D | +5.4% | -15.7% | +21.0% | +5.6% |
| 30D | +12.8% | -34.3% | +47.0% | +13.6% |
| 3M | +10.9% | -40.6% | +51.5% | +11.9% |
| 6M | +25.6% | -62.0% | +87.6% | +28.6% |
| YTD | +31.0% | -31.6% | +62.6% | +30.3% |
| 1Y | +32.3% | -25.8% | +58.1% | +30.9% |
| 3Y | +110.5% | -30.4% | +140.9% | +105.2% |
| 5Y | +141.8% | +18.7% | +123.1% | +118.3% |
| All | +141.8% | +13.8% | +128.0% | +118.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 5y: compounded portfolio wealth divided by compounded LBRT 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…
5y analysis · Full analysis span regression · 6 months rolling