+863.2%
CCEP vs LPLA
+1,084.6%
-221.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.8% |
| 7D | +1.8% | -3.2% | +4.9% | +2.4% |
| 30D | +12.2% | -8.6% | +20.8% | +13.9% |
| 3M | +10.7% | -18.7% | +29.3% | +15.1% |
| 6M | +27.5% | +4.5% | +22.9% | +25.0% |
| YTD | +31.3% | -15.3% | +46.7% | +33.7% |
| 1Y | +29.9% | -19.9% | +49.8% | +33.8% |
| 3Y | +111.1% | +33.4% | +77.7% | +85.1% |
| 5Y | +142.3% | +87.4% | +54.9% | +87.1% |
| 10Y | +335.5% | +800.4% | -464.9% | +125.9% |
| All | +863.2% | +1,084.6% | -221.4% | +319.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling