+149.7%
CCEP vs LSCC
+18.7%
+131.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -8.6% | +9.8% | +1.8% |
| 7D | +5.7% | -4.8% | +10.5% | +5.9% |
| 30D | +15.3% | -27.1% | +42.4% | +17.7% |
| 3M | +8.0% | -23.6% | +31.6% | +9.6% |
| 6M | +26.7% | -19.8% | +46.6% | +26.8% |
| YTD | +30.7% | +33.2% | -2.5% | +23.6% |
| 1Y | +36.5% | +55.2% | -18.7% | +26.9% |
| 3Y | +111.1% | +70.1% | +41.0% | +84.6% |
| 5Y | +149.7% | +19.5% | +130.2% | +110.8% |
| All | +149.7% | +18.7% | +131.0% | +110.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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