+3,546.5%
LRCX vs CCEP
+236.5%
+3,310.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.7% | -5.2% |
| 7D | +1.8% | -5.7% | +7.6% | +4.6% |
| 30D | -4.3% | -3.4% | -0.9% | -3.0% |
| 3M | -7.3% | +5.5% | -12.8% | -11.0% |
| 6M | +38.6% | +2.2% | +36.3% | +34.9% |
| YTD | +74.4% | +14.6% | +59.8% | +59.9% |
| 1Y | +179.1% | +18.9% | +160.2% | +149.3% |
| 3Y | +357.7% | +82.6% | +275.1% | +217.2% |
| 5Y | +424.9% | +107.0% | +317.9% | +236.5% |
| All | +3,546.5% | +236.5% | +3,310.0% | +1,692.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling