+148.2%
CCEP vs LII
+19.9%
+128.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | -0.6% |
| 7D | +2.6% | -0.6% | +3.2% | +2.7% |
| 30D | +15.1% | -4.6% | +19.7% | +15.9% |
| 3M | +7.3% | -21.2% | +28.5% | +11.9% |
| 6M | +23.4% | -36.4% | +59.9% | +33.1% |
| YTD | +29.4% | -28.9% | +58.3% | +35.4% |
| 1Y | +34.2% | -29.5% | +63.8% | +40.5% |
| 3Y | +108.4% | -8.6% | +116.9% | +92.0% |
| All | +148.2% | +19.9% | +128.2% | +99.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling