+1,587.5%
LITE vs CCEP
+315.0%
+1,272.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.8% | -1.8% |
| 7D | -13.9% | +5.4% | -19.3% | -15.2% |
| 30D | -46.9% | +12.8% | -59.7% | -49.0% |
| 3M | -28.0% | +10.9% | -38.9% | -30.8% |
| 6M | -35.2% | +25.6% | -60.8% | -40.7% |
| YTD | +58.9% | +31.0% | +27.9% | +43.6% |
| 1Y | +125.3% | +32.3% | +93.1% | +102.7% |
| 3Y | +1,344.4% | +110.5% | +1,233.9% | +980.5% |
| 5Y | +541.2% | +141.8% | +399.4% | +351.4% |
| 10Y | +1,587.5% | +341.1% | +1,246.4% | +852.5% |
| All | +1,587.5% | +315.0% | +1,272.5% | +852.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling