+7,605.8%
CCEP vs LNT
+3,425.8%
+4,179.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.5% |
| 7D | -0.3% | -0.5% | +0.2% | -0.1% |
| 30D | +11.0% | +9.9% | +1.0% | +6.7% |
| 3M | +9.2% | +4.8% | +4.4% | +7.1% |
| 6M | +27.2% | +2.2% | +25.0% | +25.8% |
| YTD | +30.3% | +15.9% | +14.4% | +22.3% |
| 1Y | +28.7% | +10.6% | +18.1% | +23.1% |
| 3Y | +109.4% | +66.1% | +43.3% | +67.9% |
| 5Y | +144.1% | +55.6% | +88.5% | +97.9% |
| 10Y | +332.0% | +182.8% | +149.2% | +171.3% |
| All | +7,605.8% | +3,425.8% | +4,179.9% | +1,678.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling