+335.5%
CCEP vs LNT
+184.1%
+151.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | 0.0% |
| 7D | +1.8% | -0.2% | +2.0% | +1.8% |
| 30D | +12.2% | +11.6% | +0.6% | +6.7% |
| 3M | +10.7% | +8.2% | +2.5% | +6.7% |
| 6M | +27.5% | +3.1% | +24.3% | +25.4% |
| YTD | +31.3% | +16.8% | +14.6% | +21.9% |
| 1Y | +29.9% | +11.6% | +18.3% | +23.0% |
| 3Y | +111.1% | +67.4% | +43.7% | +64.1% |
| 5Y | +142.3% | +56.8% | +85.6% | +89.9% |
| 10Y | +335.5% | +185.0% | +150.5% | +166.7% |
| All | +335.5% | +184.1% | +151.4% | +166.7% |
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