+63.3%
LIN vs CCEP
+148.1%
-84.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.2% | -0.7% |
| 7D | +0.2% | +2.6% | -2.4% | -0.9% |
| 30D | +6.5% | +15.1% | -8.7% | +0.3% |
| 3M | +5.5% | +7.3% | -1.8% | +2.2% |
| 6M | +3.3% | +23.4% | -20.1% | -5.8% |
| YTD | +22.0% | +29.4% | -7.4% | +8.4% |
| 1Y | +25.7% | +34.2% | -8.5% | +9.8% |
| 3Y | +36.2% | +108.4% | -72.1% | -5.2% |
| All | +63.3% | +148.1% | -84.8% | +0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling