+12,982.6%
LMT vs CCEP
+7,605.8%
+5,376.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.8% |
| 7D | +4.8% | -0.3% | +5.2% | +4.9% |
| 30D | +19.9% | +11.0% | +8.9% | +17.8% |
| 3M | +0.2% | +9.2% | -9.0% | -1.3% |
| 6M | +17.4% | +27.2% | -9.8% | +12.7% |
| YTD | +27.2% | +30.3% | -3.1% | +21.3% |
| 1Y | +35.6% | +28.7% | +6.9% | +29.6% |
| 3Y | +47.1% | +109.4% | -62.3% | +29.0% |
| 5Y | +103.7% | +144.1% | -40.4% | +71.9% |
| 10Y | +203.5% | +332.0% | -128.5% | +129.8% |
| All | +12,982.6% | +7,605.8% | +5,376.8% | +6,430.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling