+57.3%
LLY vs CCEP
+36.9%
+20.4%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.8% | -3.2% | -0.5% |
| 7D | +10.1% | +4.2% | +5.8% | +8.7% |
| 30D | +24.0% | +14.2% | +9.9% | +19.7% |
| 3M | +27.3% | +9.1% | +18.1% | +24.1% |
| 6M | +47.0% | +26.9% | +20.1% | +36.5% |
| YTD | +32.6% | +29.1% | +3.5% | +28.4% |
| 1Y | +57.3% | +36.8% | +20.6% | +51.2% |
| All | +57.3% | +36.9% | +20.4% | +51.2% |
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