+341.1%
CCEP vs LEN
+147.0%
+194.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.4% | +5.4% | +1.4% |
| 7D | +5.4% | +0.7% | +4.7% | +5.1% |
| 30D | +12.8% | +13.0% | -0.2% | +9.3% |
| 3M | +10.9% | +1.9% | +9.0% | +9.8% |
| 6M | +25.6% | -0.7% | +26.3% | +24.7% |
| YTD | +31.0% | -13.8% | +44.8% | +33.8% |
| 1Y | +32.3% | -28.1% | +60.3% | +40.9% |
| 3Y | +110.5% | -22.8% | +133.4% | +113.8% |
| 5Y | +141.8% | -7.4% | +149.2% | +127.2% |
| 10Y | +341.1% | +143.7% | +197.5% | +218.4% |
| All | +341.1% | +147.0% | +194.1% | +218.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling