-51.2%
LULU vs CCEP
+24.3%
-75.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -3.1% | -14.3% | -16.2% |
| 7D | -16.7% | -3.1% | -13.7% | -15.5% |
| 30D | -18.5% | -2.6% | -15.9% | -17.5% |
| 3M | -19.5% | +14.9% | -34.4% | -20.8% |
| 6M | -41.9% | +2.3% | -44.2% | -42.4% |
| YTD | -51.6% | +17.8% | -69.4% | -52.6% |
| 1Y | -51.2% | +24.2% | -75.4% | -50.9% |
| All | -51.2% | +24.3% | -75.4% | -50.9% |
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