+17.9%
LMT vs CCEP
+24.3%
-6.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -1.4% |
| 7D | -6.3% | -3.1% | -3.2% | -6.3% |
| 30D | -8.5% | -2.6% | -5.9% | -8.5% |
| 3M | +1.8% | +14.9% | -13.1% | +1.7% |
| 6M | -19.9% | +2.3% | -22.2% | -20.9% |
| YTD | +10.6% | +17.8% | -7.3% | +10.4% |
| 1Y | +17.9% | +24.2% | -6.3% | +19.1% |
| All | +17.9% | +24.3% | -6.3% | +19.1% |
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