-12.0%
LUV vs CCEP
+107.6%
-119.6%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +1.2% |
| 7D | +0.7% | -3.7% | +4.3% | +2.3% |
| 30D | -13.4% | -2.1% | -11.4% | -12.7% |
| 3M | -9.6% | +7.2% | -16.8% | -12.9% |
| 6M | -8.9% | +3.3% | -12.2% | -10.7% |
| YTD | -5.2% | +15.7% | -20.8% | -11.7% |
| 1Y | +27.0% | +16.6% | +10.5% | +17.7% |
| 3Y | +39.6% | +84.3% | -44.6% | +2.0% |
| All | -12.0% | +107.6% | -119.6% | -43.6% |
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