+294.7%
CCEP vs LII
+162.0%
+132.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | -0.5% |
| 7D | +2.6% | -0.6% | +3.2% | +2.7% |
| 30D | +15.1% | -4.6% | +19.7% | +16.2% |
| 3M | +7.3% | -21.2% | +28.5% | +13.5% |
| 6M | +23.4% | -36.4% | +59.9% | +36.2% |
| YTD | +29.4% | -28.9% | +58.3% | +37.4% |
| 1Y | +34.2% | -29.5% | +63.8% | +42.7% |
| 3Y | +108.4% | -8.6% | +116.9% | +94.4% |
| 5Y | +147.3% | +20.2% | +127.0% | +103.4% |
| All | +294.7% | +162.0% | +132.7% | +144.4% |
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