+335.5%
CCEP vs LII
+172.8%
+162.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.1% |
| 7D | +1.8% | -2.3% | +4.0% | +2.3% |
| 30D | +12.2% | -1.7% | +13.9% | +12.3% |
| 3M | +10.7% | -18.3% | +28.9% | +15.9% |
| 6M | +27.5% | -32.3% | +59.8% | +38.3% |
| YTD | +31.3% | -27.1% | +58.5% | +38.6% |
| 1Y | +29.9% | -27.2% | +57.1% | +36.9% |
| 3Y | +111.1% | -8.9% | +120.0% | +97.8% |
| 5Y | +142.3% | +19.7% | +122.7% | +100.4% |
| 10Y | +335.5% | +168.9% | +166.6% | +187.1% |
| All | +335.5% | +172.8% | +162.7% | +187.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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