+36.8%
CCEP vs LDOS
-27.6%
+64.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.7% | +3.1% | +3.8% |
| 7D | +4.2% | -2.8% | +7.1% | +4.3% |
| 30D | +14.2% | +13.6% | +0.6% | +14.8% |
| 3M | +9.1% | +4.2% | +4.9% | +9.2% |
| 6M | +26.9% | -8.2% | +35.1% | +24.6% |
| YTD | +29.1% | -24.1% | +53.2% | +23.5% |
| 1Y | +36.8% | -31.2% | +68.0% | +33.5% |
| All | +36.8% | -27.6% | +64.4% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 1y: compounded portfolio wealth divided by compounded LDOS 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…
1y analysis · Full analysis span regression · 6 months rolling