+17.5%
LUV vs CCEP
+236.1%
-218.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.5% |
| 7D | -1.0% | -2.8% | +1.9% | +0.4% |
| 30D | -12.4% | -4.0% | -8.3% | -10.7% |
| 3M | -11.0% | +5.2% | -16.2% | -13.5% |
| 6M | -5.0% | +2.7% | -7.7% | -6.6% |
| YTD | -3.8% | +14.5% | -18.3% | -10.4% |
| 1Y | +25.9% | +17.2% | +8.8% | +15.9% |
| 3Y | +42.2% | +79.3% | -37.1% | +4.0% |
| 5Y | -10.8% | +106.8% | -117.5% | -40.6% |
| All | +17.5% | +236.1% | -218.7% | -34.7% |
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