+336.9%
CCEP vs LNT
+185.4%
+151.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.4% |
| 7D | -0.3% | -0.5% | +0.2% | -0.1% |
| 30D | +11.0% | +9.9% | +1.0% | +6.3% |
| 3M | +9.2% | +4.8% | +4.4% | +6.8% |
| 6M | +27.2% | +2.2% | +25.0% | +25.7% |
| YTD | +30.3% | +15.9% | +14.4% | +21.3% |
| 1Y | +28.7% | +10.6% | +18.1% | +22.4% |
| 3Y | +109.4% | +66.1% | +43.3% | +63.4% |
| 5Y | +144.1% | +55.6% | +88.5% | +91.9% |
| All | +336.9% | +185.4% | +151.5% | +169.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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