+37.8%
LIN vs CCEP
+111.8%
-74.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -1.9% | -1.0% |
| 7D | +3.6% | +5.7% | -2.1% | +1.9% |
| 30D | +6.4% | +15.3% | -8.9% | +1.9% |
| 3M | +6.5% | +8.0% | -1.5% | +3.9% |
| 6M | +4.9% | +26.7% | -21.9% | -2.4% |
| YTD | +23.4% | +30.7% | -7.3% | +13.4% |
| 1Y | +26.3% | +36.5% | -10.2% | +14.4% |
| All | +37.8% | +111.8% | -74.0% | +20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling