+431.5%
LIN vs CCEP
+342.6%
+88.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.1% |
| 7D | +2.1% | +2.1% | 0.0% | +1.2% |
| 30D | +6.8% | +10.6% | -3.8% | +2.4% |
| 3M | +10.4% | +10.3% | +0.1% | +5.8% |
| 6M | +3.2% | +31.1% | -27.9% | -8.1% |
| YTD | +24.6% | +32.1% | -7.5% | +10.0% |
| 1Y | +24.4% | +32.8% | -8.4% | +9.6% |
| 3Y | +36.7% | +111.3% | -74.6% | -2.4% |
| 5Y | +67.0% | +147.5% | -80.5% | +9.5% |
| All | +431.5% | +342.6% | +88.9% | +193.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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