+521.0%
LITE vs CCEP
+24.3%
+496.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.1% | +7.1% | +2.8% |
| 7D | -1.5% | -3.1% | +1.5% | -2.7% |
| 30D | +6.7% | -2.6% | +9.3% | +5.9% |
| 3M | -6.8% | +14.9% | -21.7% | -5.6% |
| 6M | +29.4% | +2.3% | +27.2% | +31.4% |
| YTD | +139.1% | +17.8% | +121.2% | +161.9% |
| 1Y | +521.0% | +24.2% | +496.8% | +608.1% |
| All | +521.0% | +24.3% | +496.7% | +608.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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