+304.3%
LRCX vs CCEP
+140.5%
+163.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.8% | +6.0% |
| 7D | +6.5% | +1.8% | +4.8% | +5.8% |
| 30D | -23.8% | +12.2% | -36.0% | -27.7% |
| 3M | -24.2% | +10.7% | -34.8% | -27.9% |
| 6M | -20.2% | +27.5% | -47.7% | -30.3% |
| YTD | +38.2% | +31.3% | +6.9% | +18.8% |
| 1Y | +48.9% | +29.9% | +19.0% | +28.6% |
| 3Y | +252.8% | +111.1% | +141.7% | +111.6% |
| 5Y | +304.3% | +142.3% | +162.0% | +113.3% |
| All | +304.3% | +140.5% | +163.8% | +113.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling