+388.9%
LRCX vs CCEP
+84.3%
+304.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.1% | -1.2% |
| 7D | +9.5% | -3.7% | +13.2% | +9.8% |
| 30D | +3.1% | -2.1% | +5.2% | +3.2% |
| 3M | -3.4% | +7.2% | -10.6% | -5.2% |
| 6M | +49.7% | +3.3% | +46.4% | +47.4% |
| YTD | +84.9% | +15.7% | +69.2% | +79.6% |
| 1Y | +200.8% | +16.6% | +184.3% | +191.1% |
| All | +388.9% | +84.3% | +304.6% | +295.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling