+417.5%
LIN vs CCEP
+301.0%
+116.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.2% | -0.7% |
| 7D | +0.2% | +2.6% | -2.4% | -0.8% |
| 30D | +6.5% | +15.1% | -8.7% | +0.5% |
| 3M | +5.5% | +7.3% | -1.8% | +2.3% |
| 6M | +3.3% | +23.4% | -20.1% | -5.5% |
| YTD | +22.0% | +29.4% | -7.4% | +8.9% |
| 1Y | +25.7% | +34.2% | -8.5% | +10.5% |
| 3Y | +36.2% | +108.4% | -72.1% | -1.6% |
| 5Y | +66.1% | +147.3% | -81.2% | +9.8% |
| All | +417.5% | +301.0% | +116.5% | +190.7% |
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