+490.8%
LITE vs CCEP
+148.1%
+342.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.0% | +6.7% | +5.8% |
| 7D | -35.9% | +2.6% | -38.5% | -36.3% |
| 30D | -51.5% | +15.1% | -66.7% | -53.2% |
| 3M | -35.7% | +7.3% | -43.0% | -37.0% |
| 6M | -43.0% | +23.4% | -66.4% | -47.1% |
| YTD | +46.1% | +29.4% | +16.7% | +33.8% |
| 1Y | +124.7% | +34.2% | +90.5% | +102.6% |
| 3Y | +1,172.1% | +108.4% | +1,063.7% | +802.0% |
| All | +490.8% | +148.1% | +342.7% | +280.3% |
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