-40.3%
LULU vs CCEP
+18.3%
-58.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.3% | +2.2% |
| 7D | -1.6% | -2.8% | +1.2% | -0.2% |
| 30D | -18.1% | -4.0% | -14.1% | -16.0% |
| 3M | -18.8% | +5.2% | -24.0% | -18.8% |
| 6M | -39.2% | +2.7% | -41.9% | -39.2% |
| YTD | -52.4% | +14.5% | -66.9% | -53.7% |
| 1Y | -40.3% | +17.2% | -57.5% | -42.3% |
| All | -40.3% | +18.3% | -58.6% | -42.3% |
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 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