+28.7%
CCEP vs LDOS
-32.8%
+61.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.3% | -0.8% |
| 7D | -0.3% | -3.5% | +3.2% | -0.3% |
| 30D | +11.0% | +9.5% | +1.4% | +11.7% |
| 3M | +9.2% | -6.3% | +15.5% | +8.7% |
| 6M | +27.2% | +2.8% | +24.4% | +26.9% |
| YTD | +30.3% | -26.6% | +56.9% | +24.2% |
| 1Y | +28.7% | -31.3% | +60.0% | +23.0% |
| All | +28.7% | -32.8% | +61.5% | +23.0% |
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