+149.7%
CCEP vs LDOS
+52.0%
+97.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.2% |
| 7D | +5.7% | -3.7% | +9.4% | +6.1% |
| 30D | +15.3% | +16.4% | -1.1% | +14.1% |
| 3M | +8.0% | +7.4% | +0.6% | +7.3% |
| 6M | +26.7% | -0.3% | +27.1% | +26.6% |
| YTD | +30.7% | -24.0% | +54.7% | +33.0% |
| 1Y | +36.5% | -29.6% | +66.1% | +40.2% |
| 3Y | +111.1% | +35.1% | +76.0% | +92.5% |
| 5Y | +149.7% | +52.9% | +96.8% | +124.8% |
| All | +149.7% | +52.0% | +97.8% | +124.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling