+4,437.6%
LUV vs CCEP
+6,869.6%
-2,432.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.1% | +5.4% | +3.2% |
| 7D | +0.4% | -3.1% | +3.5% | +1.3% |
| 30D | -18.4% | -2.6% | -15.8% | -17.8% |
| 3M | -3.2% | +14.9% | -18.2% | -7.3% |
| 6M | -14.8% | +2.3% | -17.1% | -15.4% |
| YTD | -2.9% | +17.8% | -20.7% | -7.6% |
| 1Y | +29.6% | +24.2% | +5.4% | +21.2% |
| 3Y | +35.2% | +84.7% | -49.5% | +11.6% |
| 5Y | -11.7% | +103.2% | -114.9% | -29.7% |
| 10Y | +21.6% | +257.4% | -235.8% | -18.2% |
| All | +4,437.6% | +6,869.6% | -2,432.0% | +1,107.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling