+24.2%
LUV vs CCEP
+18.4%
+5.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.5% |
| 7D | -0.1% | -5.7% | +5.6% | +3.1% |
| 30D | -14.6% | -3.4% | -11.2% | -13.1% |
| 3M | -5.7% | +5.5% | -11.2% | -9.5% |
| 6M | -8.4% | +2.2% | -10.7% | -10.9% |
| YTD | -5.1% | +14.6% | -19.8% | -11.6% |
| All | +24.2% | +18.4% | +5.7% | +13.1% |
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