+36.8%
CCEP vs LEN
-21.9%
+58.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +7.1% | -3.2% | +2.3% |
| 7D | +4.2% | +10.5% | -6.2% | +2.2% |
| 30D | +14.2% | +24.6% | -10.5% | +9.2% |
| 3M | +9.1% | +6.6% | +2.5% | +7.3% |
| 6M | +26.9% | +10.6% | +16.2% | +22.9% |
| YTD | +29.1% | -8.3% | +37.4% | +28.5% |
| 1Y | +36.8% | -22.5% | +59.3% | +40.7% |
| All | +36.8% | -21.9% | +58.7% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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