+32.8%
CCEP vs LPLA
-21.6%
+54.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +2.1% | -0.9% | +3.0% | +2.1% |
| 30D | +10.6% | -9.5% | +20.1% | +10.5% |
| 3M | +10.3% | -21.9% | +32.2% | +9.8% |
| 6M | +31.1% | -2.6% | +33.7% | +31.4% |
| YTD | +32.1% | -17.8% | +49.9% | +31.3% |
| 1Y | +32.8% | -21.2% | +54.0% | +31.4% |
| All | +32.8% | -21.6% | +54.4% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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