+10,545.1%
LIN vs CCEP
+8,170.8%
+2,374.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.1% |
| 7D | -2.1% | -3.1% | +0.9% | -1.3% |
| 30D | -2.4% | -2.6% | +0.2% | -1.8% |
| 3M | -5.6% | +14.9% | -20.5% | -9.2% |
| 6M | -3.4% | +2.3% | -5.6% | -4.2% |
| YTD | +13.1% | +17.8% | -4.7% | +7.7% |
| 1Y | +2.5% | +24.2% | -21.7% | -3.9% |
| 3Y | +27.6% | +84.7% | -57.1% | +6.6% |
| 5Y | +63.0% | +103.2% | -40.2% | +31.8% |
| 10Y | +359.3% | +257.4% | +101.9% | +214.0% |
| All | +10,545.1% | +8,170.8% | +2,374.3% | +3,094.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling