+254.7%
CCEP vs LDOS
+278.0%
-23.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.2% |
| 7D | -3.1% | -5.4% | +2.3% | -1.8% |
| 30D | -2.6% | +4.9% | -7.5% | -3.9% |
| 3M | +14.9% | +7.2% | +7.7% | +12.3% |
| 6M | +2.3% | -24.2% | +26.5% | +9.1% |
| YTD | +17.8% | -25.8% | +43.7% | +25.3% |
| 1Y | +24.2% | -24.7% | +48.9% | +31.0% |
| 3Y | +84.7% | +39.3% | +45.4% | +54.3% |
| 5Y | +103.2% | +43.3% | +59.9% | +63.9% |
| All | +254.7% | +278.0% | -23.3% | +142.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling