+901.5%
LITE vs CCEP
+105.1%
+796.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.1% | +7.1% | +4.8% |
| 7D | -1.5% | -3.1% | +1.5% | -0.8% |
| 30D | +6.7% | -2.6% | +9.3% | +7.2% |
| 3M | -6.8% | +14.9% | -21.7% | -12.1% |
| 6M | +29.4% | +2.3% | +27.2% | +27.2% |
| YTD | +139.1% | +17.8% | +121.2% | +123.8% |
| 1Y | +521.0% | +24.2% | +496.8% | +465.3% |
| 3Y | +1,535.3% | +84.7% | +1,450.6% | +1,098.3% |
| All | +901.5% | +105.1% | +796.4% | +578.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling