+110.4%
CCEP vs LDOS
+35.4%
+75.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.2% |
| 7D | +5.7% | -3.7% | +9.4% | +5.9% |
| 30D | +15.3% | +16.4% | -1.1% | +15.1% |
| 3M | +8.0% | +7.4% | +0.6% | +7.8% |
| 6M | +26.7% | -0.3% | +27.1% | +26.6% |
| YTD | +30.7% | -24.0% | +54.7% | +30.9% |
| 1Y | +36.5% | -29.6% | +66.1% | +37.4% |
| All | +110.4% | +35.4% | +75.1% | +85.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling